KAHLERT FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KAHLERT FOUNDATION INC (EIN 52-1798711)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-21
IRS object ID
202212949349100111
Schema version
2021v4.2
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)
Return2022-10-21T14:38:19-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Signature2022-10-21SignatureDt
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

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 Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$363,135,945FMVAssetsEOYAmt
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$7,258InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,258InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$849,340DividendsRevAndExpnssAmt
Dividends Net Invst Incm$849,340DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,305,838NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,588,846GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,305,838CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$19,162,440TotalRevAndExpnssAmt
Total Net Invst Incm$19,162,440TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$403,247CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$403,247CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$36,333OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$36,333OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,515LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,515LegalFeesNetInvstIncmAmt
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$206,698OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$206,698OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$268,865TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,683TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$26,893TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$26,893TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,142OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,142OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$976,693TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$269,931TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$439,580TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,806,159ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,806,159ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,782,852TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$269,931TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,245,739TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,379,588ExcessRevenueOverExpensesAmt
Net Investment Income$18,892,509NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,884,416CashBOYAmt
Cash EOY$6,620,842CashEOYAmt
Cash EOYFMV$6,620,842CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,447,586SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,961,767SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,961,767SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$270,124PrepaidExpensesBOYAmt
Prepaid Expenses EOY$300,942PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$300,942PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,913,476USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,755,076USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,649,673USGovtObligationsEOYFMVAmt
Corporate Stock BOY$76,531,657CorporateStockBOYAmt
Corporate Stock EOY$80,168,540CorporateStockEOYAmt
Corporate Stock EOYFMV$350,344,225CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,753,113CorporateBondsBOYAmt
Corporate Bonds EOY$1,372,793CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,258,496CorporateBondsEOYFMVAmt
Total Assets BOY$90,800,372TotalAssetsBOYAmt
Total Assets EOY$93,179,960TotalAssetsEOYAmt
Total Assets EOYFMV$363,135,945TotalAssetsEOYFMVAmt
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$90,800,372RetainedEarningBOYAmt
Retained Earning EOY$93,179,960RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$90,800,372TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$93,179,960TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$90,800,372TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$93,179,960TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$90,800,372TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,379,588ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$93,179,960SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$93,179,960TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2022-06-30$4,607,952$4,930,620-$322,668-$322,668
PUBLICLY TRADED SECURITIESP2022-06-30$3,644,796$2,705,788$939,008$939,008
PUBLICLY TRADED SECURITIESP2022-06-30$3,142,234$3,225,998-$83,764-$83,764
PUBLICLY TRADED SECURITIESP2022-06-30$4,344,555$4,245,598$98,957$98,957
EVAPCO INCD2021-12-03$20,000,076$3,175,004$16,825,072$16,825,072
CAPITAL GAINS DIVIDENDSP$849,233$849,233$849,233
FieldValueIRS element (for citing)
Capital Gain Net Income$18,305,838CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$262,606InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$262,606SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$262,606TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300,942EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$300,942TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$38,336OverpaymentAmt
Applied To ES Tax$38,336AppliedToESTaxAmt
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$136,250$0$0
ROBERTA S KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784VICE PRESIDENT/TREASURER1.00$0$0$0
HEATHER K KAHLERT
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784VICE PRESIDENT30.00$158,503$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 WAYSYKESVILLEMD21784VICE PRESIDENT1.00$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 WAYSYKESVILLEMD21784VICE PRESIDENT1.00$0$0$0
ELLEN F MYERS
P O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD21784EXECUTIVE DIRECTOR30.00$108,494$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
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$132,003
BROWN ADVISORY INCORPORATED
901 S BOND STREET SUITE 400BALTIMOREMD21231INVESTMENT MANAGEMENT AND CUSTODY FEES$74,695
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$343,681,004AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,912,419AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$221,635FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$351,815,058TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$351,815,058AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,277,226CashDeemedCharitableAmt
Net Vl Noncharitable Assets$346,537,832NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,326,892MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,326,892MinimumInvestmentReturnAmt
Tax Based On Investment Income$262,606TaxBasedOnInvestmentIncomeAmt
Total Tax$262,606TotalTaxAmt
Distributable Before Adj$17,064,286DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,064,286DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,064,286DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,245,739ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,245,739QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,064,286DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$291,988ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$752,839ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$316,598ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,361,425TotalExcessDistributionCyovAmt
Qualifying Distributions$16,245,739QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,245,739AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$818,547ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$818,547ExcessDistributionCyovAppCYAmt
Total Corpus$542,878TotalCorpusAmt
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$542,878ExcessDistriCyovToNextYrAmt
Excess From Year3$226,280ExcessFromYear3Amt
Excess From Year2$316,598ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACCESS CARROLL INC
10 DISTILLERY DRIVE SUITE 200WESTMINSTERMD21157PCTO SUPPORT ACCESS CARROLL 2022 INTEGRATED HEALTH OPERATIONAL SERVICES$100,000
ALS ASSOCIATION - DCMDVA CHAPTER
30 WEST GUDE DRIVE SUITE 150ROCKVILLEMD20850PCTO SUPPORT CERTIFIED TREATMENT CENTER OF EXCELLENCE AT JOHNS HOPKINS MEDICINE$105,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUE 17THCHICAGOIL60601PCTO SUPPORT ACCELERATING RESEARCH AND MAXIMIZING CARE & SUPPORT FOR ALL AFFECTED$150,000FLOOR
AMERICAN CANCER SOCIETY
1818 MARKET STREET SUITE 2820PHILADELPHIAPA19103PCTO FUND HOPE LODGE BALTIMORE RELOCATION AND RENOVATION$150,000
AMERICAN CORPORATE PARTNERS
145 EAST 45TH STREET 19ANEW YORKNY10017PCTO SUPPORT ACP VETERAN MENTORING PROGRAM$75,000
AMERICAN DIABETES ASSOCIATION
P O BOX 7023MERRIFIELDVA22116PCTO SUPPORT CREATING HEALTHY TOMORROWS FOR CHILDREN AND YOUTH IN MARYLAND$125,000
AMERICAN HEART ASSOCIATION
5001 SOUTH MIAMI BOULEVARD SUITEDURHAMNC27703PCTO SUPPORT "HEALTHY KIDS, HEALTHY HEARTS IN HOWARD AND CARROLL COUNTIES"$75,000300
AMERICAN RED CROSS IN UTAH
6616 SOUTH 900 EASTSALT LAKE CITYUT84121PCTO FUND DODGE PROMASTER 3500$50,000
AMMONIA REFRIGERATION FOUNDATION
1001 NORTH FAIRFAX STREET SUITE 503ALEXANDRIAVA22314PCTO SUPPORT FOUNDERS SCHOLARSHIP PROGRAM AND SPONSORSHIP FY 2022$56,000
ARC OF CARROLL COUNTY INC
180 KRIDERS CHURCH ROADWESTMINSTERMD21158PCTO SUPPORT PROJECT RISE: CERTIFICATION PROGRAM FOR DIRECT SUPPORT PROFESSIONALS$35,000
ARC OF HOWARD COUNTY INC
11735 HOMEWOOD ROADELLICOTT CITYMD21042PCTO SUPPORT ARC GALA SPRING 2022 AND GOLF CLASSIC SPONSORSHIP$4,000
ARCHBISHOP CURLEY HIGH SCHOOL
3701 SINCLAIR LANEBALTIMOREMD21213PCTO SUPPORT PROJECT LEAD THE WAY ENGINEERING PROGRAM AT ARCHBISHOP CURLEY HIGH SCHOOL$30,000
ASSOCIATION OF COMMUNITY SERVICES OF HOWARD COUNTY
9770 PATUXENT WOODS DRIVE SUITE 301COLUMBIAMD21046PCTO SUPPORT EQUITY AND SELF-SUFFICIENCY IN HOWARD COUNTY AND AWARDS BANQUET FY 2022$27,500
BALLET WEST
52 WEST 200 SOUTHSALT LAKE CITYUT84101PCTO SUPPORT 2021/2022 ARTS EDUCATION AND COMMUNITY OUTREACH PROGRAMS - DIGITAL & IN-PERSON$50,000
BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA
701 WYMAN PARK DRIVEBALTIMOREMD21211PCTO PROVIDE SPONSORSHIP FY 2022$2,500
BALTIMORE CONNECT
624 NORTH BROADWAYBALTIMOREMD21205PCTO SUPPORT ADVANCING MENTAL HEALTH CAPACITY BUILDING AND SERVICES FOR VULNERABLE POPULATIONS$30,000
BALTIMORE SQUASHWISE INC
3600 CLIPPER MILL ROAD SUITE 103BALTIMOREMD21211PCTO FUND SQUASHWISE CENTER FOR YOUTH PARTNERSHIP & PROGRAM RELOCATION$75,000
BEST FRIENDS ANIMAL SOCIETY
2018 BUCHANAN AVENUEOGDENUT84401PCTO SUPPORT BEST FRIENDS ANIMAL SOCIETY$15,000
BIOTECHNICAL INSTITUTE OF MARYLAND
1101 WEST PRATT STREET SUITE 302BALTIMOREMD21223PCTO SUPPORT CREATING SCIENTISTS: INVESTING IN MARYLAND'S WORKFORCE (BIOSTART TO LAB ASSOCIATES PROGRAM)$50,000
BLESSINGS IN A BACKPACK
P O BOX 3508FREDERICKMD21705PCTO PROVIDE WEEKEND BACKPACKS OF FOOD FOR LOW-INCOME FREDERICK COUNTY CHILDREN$35,000
BOYS & GIRLS CLUB OF WESTMINSTER INC
71 EAST MAIN STREETWESTMINSTERMD21157PCTO SUPPORT WORKFORCE DEVELOPMENT ACADEMY: CAREER LAUNCH AND SPONSORSHIP FY 2022$30,000
BRENDAN CORPORATION
1501 M STREET NW SUITE 340WASHINGTONDC20005PCTO SUPPORT BRENDAN SAILING$20,000
BRIGHAM YOUNG UNIVERSITY
336 STUDENT ATHLETE BUILDINGPROVOUT84004PCTO SUPPORT BYU SCHOLARSHIP PROGRAM$25,000
BRIGHT MINDS FOUNDATION
10910 CLARKSVILLE PIKEELLICOTT CITYMD21042PCTO SUPPORT RETURNING TO SCHOOL: SUPPORT FOR STUDENT REENGAGEMENT, LEARNING, AND WELLBEINGTO SUPPORT BRIDGING THE DIGITAL DIVIDE - ACCESS TO LEARNING FUND AND COMPUTERS FOR STUDENTS SUPPORT$67,500
BWMC FOUNDATION
255 HOSPITAL DRIVE SUITE 408GLEN BURNIEMD21061PCTO SUPPORT CARDIOVASCULAR CARE CAPITAL ENHANCEMENTS$150,000
CAL RIPKEN SR FOUNDATION
1427 CLARKVIEW ROAD SUITE 100BALTIMOREMD21209PCTO SUPPORT RIPKEN FOUNDATION STEM CENTERS & SUMMER CAMP PROGRAMS$75,000
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 CAMP,PARENT EDUC/SUPPORT GROUPS, YR-ROUND CAMPER ACTIVITIES, SIBLING PROG DEV COSTS, GIN AND JAZZ GALA MARCH 2022$62,500
CARE-CUTS INC
10999 SOUTH BIRCH CREEK ROADSOUTH JORDANUT84095PCTO FUND CARE-CUTS CAPITAL EXPENSE AND OPERATIONAL COST$25,000
CARING AND SHARING MINISTRIES OF NORTHWEST CARROLL COUNTY
P O BOX 384TANEYTOWNMD21787PCTO SUPPORT COMMUNITY NEEDS AND HUNGER$25,000
CARING CARROLL INC
255 CLIFTON BOULEVARDWESTMINSTERMD21157PCTO SUPPORT CARING CARROLL SENIOR TRANSPORTATION AND SERVICES$65,000
CARROLL CHILD CARE & LEARNING CENTER
224 NORTH CENTER STREETWESTMINSTERMD21157PCTO FUND SLIDING SCALE RELIEF TUITION PROGRAM$20,000
CARROLL COMMUNITY COLLEGE FOUNDATION INC
1601 WASHINGTON ROADWESTMINSTERMD21157PCTO PROVIDE SUPPORT FOR CARROLL STUDENTS AND SPONSORSHIP FY 2022$103,500
CARROLL COUNTY FOOD SUNDAY
P O BOX 2160 10 DISTILLERY DRIVEWESTMINSTERMD21157PCTO SUPPORT VEGGIE VOUCHER PROGRAM 2021$25,000
CARROLL COUNTY PUBLIC LIBRARY
1100 GREEN VALLEY ROADNEW WINDSORMD21776PCTO PROVIDE CARROLL COUNTY LIBRARY FY 2022 FUNDING$75,000
CARROLL COUNTY PUBLIC SCHOOLS
125 NORTH COURT STREETWESTMINSTERMD21158PCTO SUPPORT CARROLL COUNTY PUBLIC SCHOOLS BEHAVIORAL HEALTH PROGRAM$15,000
CARROLL COUNTY VETERANS INDEPENDENCE PROJECT
95 CARROLL STREET SUITE 104WESTMINSTERMD21157PCTO SUPPORT VETERANS SERVICES CENTER AND SPONSORSHIP FY 2022$101,500
CARROLL COUNTY YOUTH SERVICE BUREAU INC
59 KATE WAGNER ROADWESTMINSTERMD21157PCTO SUPPORT EXPANDING OUR CAPACITY: ONE GRANT AT A TIME$25,000
CARROLL HOSPICE INC
292 STONER AVENUEWESTMINSTERMD21157PCTO FUND EXPANSION OF BRIDGINGLIFE'S INPATIENT FACILITY DOVE HOUSE AND TASTE OF CARROLL 2022$102,000
CARROLL HOSPITAL CENTER AUXILIARY
200 MEMORIAL AVENUEWESTMINSTERMD21157PCTO PROVIDE SPONSORSHIP AUXILIARY BALL FY 2022$2,000
CARROLL HOSPITAL CENTER FOUNDATION INC
200 MEMORIAL AVENUEWESTMINSTERMD21157PCTO FUND THE DR. FLAVIO KRUTER ONCOLOGY PROGRAM DIRECTORSHIP ENDOWED FUND$500,000
CARROLL TECHNOLGY AND INNOVATION COUNCIL INC
255 CLIFTON BOULEVARDWESTMINSTERMD21157PCTO SUPPORT CTIC TECHKIDS AND TECHWORKS FY 2022$50,000
CARSON SCHOLARS FUND
305 WEST CHESAPEAKE AVENUE SUITETOWSONMD21204PCTO PROVIDE 2023 SCHOLARSHIP CYCLE SUPPORT: 45 SCHOLARSHIPS, A MD BANQUET SPONSORSHIP AND OPERATIONAL FUNDS$75,000310
CASEY CARES FOUNDATION
7100 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PCTO SUPPORT FAMILY FESTIVITIES PROGRAM$15,000155
CATHOLIC COMMUNITY SERVICES OF UTAH
224 NORTH 2200 WESTSALT LAKE CITYUT84116PCTO SUPPORT HOMELESS SERVICES - SALT LAKE CITY$50,000
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVENUEANNAPOLISMD21403PCTO SUPPORT CHESAPEAKE BAY FOUNDATION OYSTER RESTORATION CAMPAIGN, ENVIRONMENTAL EDUCATION$100,000
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRIVEBALTIMOREMD21212PCTO SUPPORT CHARTING NEW PATH FOR LEAD INSTRUCTORS AND CORNERSTONE AWARDS 2022$102,500
CHILDREN OF INCARCERATED PARENTS PARTNERSHIP INC
22 SOUTH MARKET STREET SUITE 101AFREDERICKMD21701PCTO FUND COIPP STEM EDUCATIONAL RESOURCE BOXES$15,000
CHILDREN'S CANCER FOUNDATION
5570 STERRETT PLACE SUITE 204COLUMBIAMD21044PCTO SUPPORT 2022 CCF HYBRID RESEARCH SYMPOSIUM, MAGIC CASTLE, CCF VIDEOS AND SPONSORSHIP FY 2022$80,000
CHILDREN'S INN AT NIH INC
7 WEST DRIVEBETHESDAMD20814PCTO FUND FAMILY SUPPORT PROGRAM$20,000
CLEVELAND CLINIC FOUNDATION
P O BOX 931517CLEVELANDOH44193PCTO PROVIDE GENERAL OPERATING SUPPORT$10,000
COLON CANCER COALITION
5666 LINCOLN DRIVE SUITE 270EDINAMN55436PCTO PROVIDE GENERAL OPERATING SUPPORT$5,000
COMMUNITY COLLEGE OF BALTIMORE COUNTY FOUNDATION INC
7200 SOLLERS POINT ROADDUNDALKMD21222PCTO PROVIDE SUPPORT FOR CCBC SCHOOL OF HEALTH PROFESSIONS AND CCBC GALA 2022$156,000
COMMUNITY FOUNDATION OF CARROLL COUNTY INC
P O BOX 585MANCHESTERMD21102PCTO PROVIDE CAPITAL OPERATIONAL SUPPORT AND SPONSORSHIP FY 2022$52,000
COMMUNITY FOUNDATION OF HOWARD COUNTY
10441 LITTLE PATUXENT PARKWAY SUITECOLUMBIAMD21045PCTO PROVIDE CFHOCO GENERAL OPERATING FUNDS, SPRING PARTY SPONSORSHIP, AND 50TH ANNIVERSARY$52,500231
COMMUNITY OF STRENGTH PROJECT CORP
1220 KEY HIGHWAYBALTIMOREMD21230PCTO PROVIDE GENERAL OPERATING SUPPORT$10,000
COOL KIDS CAMPAIGN FOUNDATION
8422 BELLONA LANE SUITE 102TOWSONMD21204PCTO SUPPORT COOL KIDS EXPANDED EDUCATIONAL PROGRAM AND CELEBRITY GOLF CLASSIC$56,000
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 MID-ATLANTIC REGION: FY 2022$50,000
DAYS END FARM HORSE RESCUE
53 IVESTOR GAP ROADCANDLERNC28715PCTO SUPPORT DEFHR LEGACY CAMP 2022$15,500
DISTINGUISHED YOUNG WOMEN OF MARYLAND
312 EAST CHURCH STREETFREDERICKMD21701PCTO SUPPORT DISTINGUISHED YOUNG WOMEN SCHOLARSHIP PROGRAM FOR THE CLASS OF 2022$25,000
ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER
331 SOUTH 600 EASTSALT LAKE CITYUT84102PCTO FUND ENCIRCLE HOME EXPANSION AND MENTAL HEALTH SERVICES$250,000
FAMILY RESOURCE CENTER - WESLEY FREEDOM UNITED METHODIST CHURCH
961 JOHNSVILLE ROADELDERSBURGMD21784PCTO FUND HOPE RISING RESOURCE CENTER COUNSELING SERVICES$20,000
FIRST FRUITS FARM INC
20431 MIDDLETOWN ROADFREELANDMD21053PCTO SUPPORT FIRST FRUITS FARM FLAGSHIP$100,000
FOLDS OF HONOR FOUNDATION
5800 NORTH PATRIOT DRIVEOWASSOOK74055PCTO SUPPORT MARYLAND EDUCATIONAL SCHOLARSHIP FUND$100,000
FORT MEADE ALLIANCE FOUNDATION
7467 RIDGE ROAD SUITE 200HANOVERMD21076PCTO FUND POST CAPITAL CAMPAIGN NEEDS$50,000
FREDERICK HEALTH HOSPICE
1 FREDERICK HEALTH WAYFREDERICKMD21701PCTO SUPPORT FREDERICK HEALTH HOSPICE VETERAN PROGRAM$75,000
FUEL FUND OF MARYLAND
57 WEST TIMONIUM ROAD SUITE 208TIMONIUMMD21093PCTO SUPPORT SILVER LIGHTS: UTILITY ASSISTANCE FOR SENIORS AND CRITICAL MEDICAL NEEDS PATIENTS$40,000
FULLMER LEGACY FOUNDATION
155 NORTH 400 WEST SUITE 510SALT LAKE CITYUT84103PCTO SUPPORT FULLMER LEGACY CENTER$300,000
GBMC HEALTHCARE
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 THERAPIST - HOWARD COUNTY NEIGHBORHOOD$50,000
GIRLS ON THE RUN OF CENTRAL MARYLAND
9150 RUMSEY ROAD SUITE A7COLUMBIAMD21045PCTO SUPPORT MIRRORING THE COMMUNITY IN CARROLL COUNTY$30,000
HALCYON
3400 PROSPECT STREETWASHINGTONDC20007PCTO PROVIDE GENERAL OPERATING SUPPORT$25,000
HAMPDEN FAMILY CENTER
1104 WEST 36TH STREETBALTIMOREMD21211PCTO SUPPORT AFTER SCHOOL ENRICHMENT PROGRAM$20,000
HELPING HAND ASSOCIATION DBA THE HAVEN
3570 SOUTH WEST TEMPLESALT LAKE CITYUT84115PCTO SUPPORT THE HAVEN CONTINUUM OF CARE PROGRAM$25,000
HERO DOGS INC
P O BOX 64BROOKEVILLEMD20833PCTO FUND HERO DOGS SUPPORT PROJECT$30,000
HIPPODROME FOUNDATION INC
416 WEST BALTIMORE STREETBALTIMOREMD21201PCTO FINISH THE FRANCE-MERRICK PERFORMING ARTS CENTER (FMPAC) FOR THE BENEFIT OF THE BALTIMORE COMMUNITY$75,000
HIRE HEROES USA
1360 UNION HILL ROAD BUILDING 2ALPHARETTAGA30004PCTO PROVIDE EMPLOYMENT SUPPORT FOR MARYLAND VETERANS, SERVICE MEMBERS, AND MILITARY 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
HOOD COLLEGE
401 ROSEMONT AVENUEFREDERICKMD21701PCTO FUND HOOD COLLEGE NURSING SIMULATION LAB EQUIPMENT$50,000
HOPE FOR HENRY FOUNDATION
2440 WISCONSIN AVENUE NW SUITE 201WASHINGTONDC20007PCTO SUPPORT EXPANDING THE BENEFITS OF PATIENT INCENTIVES TO MORE CHILDREN IN MARYLAND$60,000
HOPEWELL CANCER SUPPORT INC
10628 FALLS ROADLUTHERVILLEMD21093PCTO SUPPORT HOPEWELL ADVANCING OUR VIRTUAL MODEL THROUGH THE CONTINUING PANDEMIC$100,000
HORIZON DAY CAMP
8 MARKET PLACE SUITE 331BALTIMOREMD21202PCTO SUPPORT HORIZON DAY CAMP 2022$50,000
HOUSE OF RUTH MARYLAND INC
2201 ARGONNE DRIVEBALTIMOREMD21218PCTO SUPPORT BEYOND OUR DOORS$50,000
HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
10901 LITTLE PATUXENT PARKWAY SUITECOLUMBIAMD21044PCTO FUND THE KAHLERT FOUNDATION SCHOLARSHIP AND PROGRAM FUND$125,000MH102
HOWARD COUNTY CONSERVANCY INC
10520 OLD FREDERICK ROADWOODSTOCKMD21163PCTO SUPPORT THE YOUTH CLIMATE INSTITUTE$40,000
HOWARD COUNTY GENERAL HOSPITAL
5755 CEDAR LANECOLUMBIAMD21044PCTO SUPPORT THE PROMISE OF WOMEN'S HEALTH, HEROES IN HEALTHCARE, AND SPONSORSHIP FY 2022$507,500
HOWARD COUNTY PUBLIC SCHOOL SYSTEM
10910 CLARKSVILLE PIKEELLICOTT CITYMD20910PCTO FUND SOCIAL WORKER/SCHOOL NURSE/MILLING MACHINES$200,000
HUMAN SERVICES PROGRAMS OF CARROLL COUNTY INC
10 DISTILLERY DRIVE SUITE G-1WESTMINSTERMD21157PCTO SUPPORT ECONOMIC MOBILITY PROGRAM$50,000
HUMANIM INC
6355 WOODSIDE COURTCOLUMBIAMD21046PCTO SUPPORT HUMANIM'S INFINITY CENTER FOR BEHAVIOR SERVICES$50,000
IMMUNE DEFICIENCY FOUNDATION
110 WEST ROAD SUITE 300TOWSONMD21204PCTO SUPPORT LIFE STAGES TEEN & YOUNG ADULT PROGRAM$25,000
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
IONA SENIOR SERVICES
4125 ALBEMARLE STREET NWWASHINGTONDC20016PCTO PROVIDE GENERAL OPERATING SUPPORT$25,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PCTO SUPPORT REBUILDING SCHOOL PROGRAMS$25,000
IVYMOUNT SCHOOL INC
11614 SEVEN LOCKS ROADROCKVILLEMD20854PCTO SUPPORT TEACHING IN A NEW AGE$30,000
JDRF
1400 K STREET NW SUITE 1200WASHINGTONDC20005PCTO 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$50,000
JOHNS HOPKINS UNIVERSITY
1800 ORLEANS STREET SUITE 233BALTIMOREMD21287PCTO SUPPORT A PILOT PROJECT TO DELIVER SCHOOL-BASED VISION CARE IN FREDERICK COUNTY PUBLIC SCHOOLS$25,000
JOHNS HOPKINS UNIVERSITY
750 EAST PRATT STREET SUITE 1700BALTIMOREMD21202PCTO SUPPORT PANDEMIC RECOVERY AT THE RALES HEALTH CENTER: NOVEL PROGRAMS AND SHARING LESSONS LEARNED$125,000
JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND
1725 TWIN SPRINGS ROADBALTIMOREMD21227PCTO SUPPORT INSPIRING AND PREPARING YOUNG PEOPLE TO SUCCEED IN THE GLOBAL ECONOMY$25,000
JUNIOR ACHIEVEMENT OF UTAH INC
515 SOUTH 700 EAST SUITE 1FSALT LAKE CITYUT84102PCTO SUPPORT JA CITY/BIZTOWN AND IN-CLASS PROGRAM SUPPORT AND GOLF EVENT SPONSOR$50,000
JUST TRYAN IT
P O BOX 34589BETHESDAMD20827PCTO SUPPORT JUST TRYAN IT FAMILY ASSISTANCE FUND$20,000
KENNEDY KRIEGER INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205PCTO FUND INTERNATIONAL CENTER FOR SPINAL CORD INJURY (ICSCI) MAPLE LAWN EXPANSION$75,000
KIDS ON THE MOVE INC
475 WEST 260 NORTHOREMUT84057PCTO SUPPORT KIDS ON THE MOVE 2021$25,000
LEARNING UNDEFEATED INC
9841 WASHINGTONIAN BOULEVARD SUITEGAITHERSBURGMD20878PCTO SUPPORT MOBILE STEM LABORATORY INITIATIVE$50,000330
LITERACY COUNCIL OF CARROLL COUNTY INC
255 CLIFTON BLVD SUITE 314WESTMINSTERMD21157PCTO PROVIDE OPERATIONAL SUPPORT FOR THE LITERACY COUNCIL ACTIVITIES 2022 AND GOLF SPONSORSHIP$27,250
LIVE YOUR DREAM
3651 NORTH 100 EAST SUITE 275PROVOUT84604PCTO FUND LIVE YOUR DREAM SCHOLARSHIP$25,000
LOYOLA BLAKEFIELD
500 CHESTNUT AVENUETOWSONMD21204PCTO PROVIDE GRANT FOR NEED-BASED FINANCIAL AID FOR STUDENTS WHO ALSO DEMONSTRATE TALENT IN WRESTLING$35,000
LOYOLA UNIVERSITY MARYLAND
4501 NORTH CHARLES STREETBALTIMOREMD21210PCTO SUPPORT STEM CAPITAL, MENTAL HEALTH FEE DISCOUNTS, OR TRAINING FOR SCHOOL COUNSELORS$100,000
LYRIC THEATER
59 SW FLAGLER AVENUESTUARTFL34994PCTO PROVIDE GENERAL OPERATING SUPPORT$20,000
MACBETH ACADEMY
7036 MACBETH WAYSYKESVILLEMD21784PCTO SUPPORT CARROLL COUNTY YOUTH EDUCATIONAL PROGRAM$25,000
MAKE-A-WISH MID-ATLANTIC
6555 ROCK SPRING DRIVE SUITE 280BETHESDAMD20817PCTO SUPPORT FY 2022 MID-ATLANTIC WISHES: BALTIMORE WISH FUND ANCHOR PARTNER$100,000
MAKE-A-WISH UTAH
771 EAST WINCHESTERSANDYUT84092PCTO HELP MAKE-A-WISH UTAH RECOVER FROM COVID-19 SETBACKS & GRANT 20 WISHES THAT WON'T HAPPEN OTHERWISE$50,000
MARRIAGE AND RELATIONSHIP EDUCATION CENTER INC
255 CLIFTON BOULEVARD SUITE 213WESTMINSTERMD21157PCTO SUPPORT HEALTHY RELATIONSHIPS PROJECT AND GARDEN PARTY SPRING 2022$21,000
MARYLAND CENTER FOR HISTORY AND CULTURE
610 PARK AVENUEBALTIMOREMD21201PCTO FUND MCHC EDUCATION EXPANSION$40,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS ROADBALTIMOREMD21227PCTO PROVIDE FUNDING FOR FY 2021$25,000
MARYLAND SCIENCE CENTER
601 LIGHT STREETBALTIMOREMD21230PCTO SUPPORT MARYLAND SCIENCE CENTER FY 2022 GENERAL OPERATIONS$50,000
MARYLAND ZOOLOGICAL SOCIETY INC
1876 MANSION HOUSE DRIVEBALTIMOREMD21217PCTO SUPPORT THE MARYLAND ZOO IN BALTIMORE'S TEEN VOLUNTEER PROGRAM$40,000
MEALS ON WHEELS OF CENTRAL MARYLAND INC
515 SOUTH HAVEN STREETBALTIMOREMD21224PCTO FUND MEALS ON WHEELS OF CENTRAL MARYLAND HOME DELIVERED MEAL PROGRAM AND GROCERY ASSISTANCE PROGRAM$50,000
MEDSTAR HEALTH
10980 GRANTCHESTER WAY 7TH FLOORCOLUMBIAMD21044PCTO SUPPORT MEDSTAR HEALTH SPORTS MEDICINE$150,000
MID ATLANTIC GIGABIT INNOVATION COLLABORATORY INC
P O BOX 517WESTMINSTERMD21157PCTO FUND INFORMAL STEM PROGRAM FOR CYBERSECURITY AND TECH WORKFORCE DEVELOPMENT 2021$60,000
MILDRED MINDELL CANCER FOUNDATION INC
9 OLD CREEK ROADOWINGS MILLSMD21117PCTO PROVIDE GENERAL OPERATING SUPPORT$10,000
MISSION OF MERCY INC
22 SOUTH MARKET STREET SUITE 6DFREDERICKMD21701PCTO SUPPORT FORGING FORWARD TOWARD THE FUTURE (A $1,000,000 MEDICAL & PROGRAM SUSTAINABILITY INITIATIVE)$100,000
MOUNTAIN WEST MILITIA BOOSTER CLUB
7526 SOUTH 5040 WESTWEST JORDANUT84081PCTO FUND 2021 MORALE AND QUALITY OF LIFE EVENTS FOR THE MEMBERS AND FAMILIES OF THE UTAH AIR NATIONAL GUARD$25,000
MOVEABLE FEAST
901 NORTH MILTON AVENUEBALTIMOREMD21205PCTO PROVIDE GENERAL OPERATING SUPPORT$40,000
MT WASHINGTON PEDIATRIC HOSPITAL
1708 WEST ROGERS AVENUEBALTIMOREMD21209PCTO SUPPORT THE ABILITY CENTER AT MT. WASHINGTON PEDIATRIC HOSPITAL (MWPH)$50,000
NATIONAL AQUARIUM INC
501 EAST PRATT STREETBALTIMOREMD21202PCTO FUND WATERFRONT CAMPUS REVITALIZATION & STEM EDUCATION PROGRAMS$50,000
NAVY SEAL FOUNDATION
1619 D STREET BUILDING 5326VIRGINIA BEACHVA23459PCTO FUND NAVY SEAL FOUNDATION WARRIOR FITNESS PROGRAM$75,000
NMAR INC
240 EAST LOUDON VALLEY DRIVEPURCELLVILLEVA20132PCTO SUPPORT THE PRAYERS OF BOTH COULD NOT BE ANSWERED: LINCOLN'S RELIGION IN HIS SECOND INAUGURAL$25,000
NORTH CARROLL COMMUNITY SCHOOL
401 STONE ROADWESTMINSTERMD21158PCTO FUND KAHLERT KIDS SCHOLARSHIP FUND$20,000
OHR CHADASH ACADEMY
7310 PARK HEIGHTS AVENUEPIKESVILLEMD21208PCTO PROVIDE GENERAL OPERATING SUPPORT$10,000
OPERATION HOMEFRONT INC
1355 CENTRAL PARKWAY SOUTH SUITESAN ANTONIOTX78232PCTO FUND TRANSITIONAL HOUSING - APARTMENTS$250,000100
OPERATION KIDS FOUNDATION
POB 563KAMASUT84036PCTO SUPPORT UNCHARITABLE DOCUMENTARY (FORMALLY TITLED THE BUSINESS OF CHANGING THE WORLD)$150,000
PARTNERSHIP AND INSPIRATION FOR ENGINEERNG EDUCATION AND ENTREPRENEURSHIP
1797 NATURES WAYWOODBINEMD21797PCTO SUPPORT ROBOTICS AND MORE 2022$25,000
PARTNERSHIP FOR A HEALTHIER CARROLL COUNTY INC
535 OLD WESTMINSTER PIKE SUITE 102WESTMINSTERMD21157PCTO PROVIDE GENERAL OPERATING SUPPORT$5,000
PATAPSCO VALLEY STATE PARK
8020 BALTIMORE NATIONAL PIKEELLICOTT CITYMD21043PCTO SUPPORT ADAPTIVE CYCLING$25,000
PENN-MAR HUMAN SERVICES
310 OLD FREELAND ROADFREELANDMD21053PCTO SUPPORT BELONGING AT PENN-MAR AND SPONSORSHIP FY 2022$52,500
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLACEBALTIMOREMD21202PCTO FUND ATRIUM RENOVATION AND PLAYMAKERS ACCESS PROGRAM$75,000
POWER52
8775 CLOUDLEAP COURT SUITE 11COLUMBIAMD21045PCTO SUPPORT POWER52 SOLAR TRAINING$50,000
READING PARTNERS
1500 UNION AVENUE SUITE 2200BALTIMOREMD21211PCTO SUPPORT ONE-ON-ONE VIRTUAL AND IN-PERSON LITERACY TUTORING FOR ELEMENTARY-AGED STUDENTS ACROSS BALTIMORE$25,000
ROAD HOME
1415 SOUTH MAIN STREETSALT LAKE CITYUT84115PCTO PROVIDE SUPPORT FOR TRH EMERGENCY SHELTER AND RESOURCE CENTER PROGRAM$25,000
ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS FOUNDATION
122 EAST 1700 SOUTH BLDG CPROVOUT84606PCTO FUND COMMUNITY REHABILITATION CLINIC (CRC)$150,000
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVENUEBALTIMOREMD21210PCTO SUPPORT ROLAND PARK COUNTRY SCHOOL ANNUAL FUND FOR FINANCIAL ASSISTANCE FOR MULTIPLE SCHOLARS$30,000
RONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC
1 AISQUITH STREETBALTIMOREMD21202PCTO PROVIDE RMHC MARYLAND ANNUAL OPERATING GRANT 2022 AND SPONSORSHIP FY 2022$77,575
RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA INC
935 EAST SOUTH TEMPLESALT LAKE CITYUT84102PCTO SUPPORT GUARDIAN OF LIGHT-SPIRIT OF CHILDREN GALA AND RMHC EMERGENCY MEDICAL HOUSING PROGRAM$150,000
ROOT FOR KIDS
2044 SOUTH MESA PALMS DRIVEST GEORGEUT84770PCTO SUPPORT ROOT FOR KIDS - NURTURING STRONG BEGINNINGS$25,000
SAMUEL READY SCHOLARSHIPS INC
P O BOX 202RIDERWOODMD21139PCTO PROVIDE SCHOLARSHIP FUNDS FOR ACADEMICALLY GIFTED GIRLS WITH LIMITED RESOURCES IN THE BALTIMORE AREA$25,000
SAPREA
4101 NORTH THANKSGIVING WAY SUITELEHIUT84043PCTO SUPPORT EXPANDING THE HAVEN RETREAT$50,000100
SEMPER FI & AMERICA'S FUND
825 COLLEGE BOULEVARD SUITE 102 PMBOCEANSIDECA92057PCTO FUND TRANSITION & SERVICE MEMBER AND FAMILY SUPPORT PROGRAMS IN THE MID-ATLANTIC REGION$75,000609
SHEPHERD'S CLINIC
2800 KIRK AVENUEBALTIMOREMD21218PCTO PROVIDE SHEPHERD'S CLINIC OPERATING SUPPORT$25,000
SHEPHERD'S STAFF
30 CARROLL STREETWESTMINSTERMD21157PCTO SUPPORT CC TIMES HOLIDAY OF HOPE PROJECT AND FUND TECHNICAL UPGRADES AND OPERATING SUPPORT$35,000
SHEPPARD PRATT HEALTH SYSTEM
6501 NORTH CHARLES STREETBALTIMOREMD21204PCTO PROVIDE PSYCHIATRIC URGENT CARE AT SHEPPARD PRATT: MEETING POST-PANDEMIC NEED OF MARYLANDERS IN CRISES$200,000
SINAI HOSPITAL OF BALTIMORE INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215PCTO SUPPORT SINAI - GEORGE WASHINGTON UNIVERSITY REGIONAL MEDICAL CAMPUS$100,000
SISTERS ACADEMY OF BALTIMORE INC
139 FIRST AVENUEBALTIMOREMD21227PCTO FUND SISTERS ACADEMY OF BALTIMORE: THREE R'S FOR OUR TIME$40,000
SOUTHERN UTAH UNIVERSITY
351 WEST UNIVERSITY BOULEVARDCEDAR CITYUT84720PCTO PROVIDE KAHLERT BOOTSTRAPPING AND STEM SUPPORT$25,000
SPY HOP PRODUCTIONS
208 WEST HARVEY MILK BOULEVARDSALT LAKE CITYUT84101PCTO SUPPORT SPY HOP YOUTH MEDIA ARTS CENTER AND SPY HOP'S NEW YOUTH MEDIA ARTS CENTER$550,000
ST MARY'S COLLEGE OF MARYLAND FOUNDATION
18952 EAST FISHER ROADST MARYS CITYMD20686PCTO PROVIDE GENERAL OPERATING SUPPORT$40,000
STELLA H OAKS FOUNDATION
63 EAST 11400 SOUTH 331SANDYUT84070PCTO PROVIDE SCHOLARSHIPS FOR SINGLE MOTHERS$100,000
STEVENSON UNIVERSITY
1525 GREENSPRING VALLEY ROADSTEVENSONMD21153PCTO FUND STEVENSON UNIVERSITY MAKERSPACE DESIGN AND CONSTRUCTION$175,000
SUCCESS IN EDUCATION FOUNDATION
111 EAST BROADWAY SUITE 900SALT LAKE CITYUT84111PCTO SUPPORT CODE TO SUCCESS$250,000
THANKSGIVING POINT INSTITUTE INC
3003 NORTH THANKSGIVING WAYLEHIUT84043PCTO FUND STEM TRAVELING EDUCATION PROGRAMS AND GENERAL OPERATING SUPPORT$50,000
TOWSON UNIVERSITY FOUNDATION
8000 YORK ROADTOWSONMD21252PCTO FUND 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
UNITED WAY OF CENTRAL MARYLAND INC
1800 WASHINGTON BOULEVARD SUITE 340BALTIMOREMD21213PCTO SUPPORT FOOD AND MORE FOR OUR COMMUNITY - A PARTNERSHIP OF CPPS, WRM, AND UWCM RUN BOARD OF CARROLL COUNTY$20,000
UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC
31 SOUTH GREENE STREET 3RD FLOORBALTIMOREMD21201PCTO FUND MONITORING OF IMMUNE RESPONSE TO COVID-19 BOOSTER VACCINE IN A SUBSET OF IMMUNOCOMPROMISED PATIENTS AND DEVELOPMENT OF ALPHA5-SELECTIVE GABA-NAMS FOR TREATING OPIOID ABUSE$237,500
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 ATHLETICS
1825 EAST SOUTH CAMPUS DRIVESALT LAKE CITYUT84112PCTO SUPPORT UNIVERSITY OF UTAH ATHLETICS 2021$50,000
UNIVERSITY OF UTAH SCHOOL OF BUSINESS
1826 EAST CAMPUS CENTER DRIVESALT LAKE CITYUT84113PCTO SUPPORT UNIVERSITY OF UTAH BUSINESS SCHOOL$300,000
UNIVERSITY OF UTAH
332 SOUTH 1400 EAST SUITE 150SALT LAKE CITYUT84112PCTO FUND KAHLERT VILLAGE / KAHLERT INITIATIVE FOR TECHNOLOGY (KIT)$1,000,000
UP2US INC
658 CARROLL STREET APT 3CBROOKLYNNY11215PCTO FUND SEL GROWTH THROUGH SPORTS: INCREASING ACCESS TO YOUTH SPORTS PROGRAMS AND TRAINED COACHES$50,000
URBAN TEACHERS
1800 WASHINGTON BOULEVARD SUITE 411BALTIMOREMD21230PCTO SUPPORT URBAN TEACHERS DIVERSE, EFFECTIVE, INCLUSIVE EDUCATORS FOR BALTIMORE CITY$75,000
USTAMID-ATLANTIC SECTION INC
620 HERNDON PARKWAY SUITE 290HERNDONVA20170PCTO SUPPORT USTA MID-ATLANTIC - GIRLS RULE THE COURT (GRTC) AND TEAM CHALLENGE SERIES$26,000
UTAH FILM CENTER
50 WEST BROADWAY SUITE 1125SALT LAKE CITYUT84101PCTO FUND UTAH FILM CENTER MEDIA ARTS EDUCATION, NAVALNY, AND EVENT SPONSORSHIP$150,000
UTAH GOLF FOUNDATION
4444 SOUTH 700 EAST SUITE 105MILLCREEKUT84107PCTO FUND YOUTH ON COURSE UTAH & VETERANS ON COURSE$25,000
UTAH OLYMPIC LEGACY FOUNDATION
3419 OLYMPIC PARKWAYPARK CITYUT84098PCTO SUPPORT UOLF HEALTHY COMMUNITIES INITIATIVE$50,000
UTAH SHAKESPEARE FESTIVAL
351 WEST CENTER STREETCEDAR CITYUT84720PCTO SUPPORT 2021 UTAH SHAKESPEARE FESTIVAL EDUCATION PROGRAMMING$25,000
UTAH SYMPHONY & OPERA
123 WEST SOUTH TEMPLESALT LAKE CITYUT84101PCTO PROVIDE LEAD SPONSORSHIP OF UTAH SYMPHONY'S 5TH-GRADE CONCERT SERIES IN 2022$25,000
UTAH VALLEY UNIVERSITY FOUNDATION INC
800 WEST UNIVERSITY PARKWAYOREMUT84058PCTO FUND KAHLERT FOUNDATION WOMEN'S SUCCESS CENTER ENDOWED SCHOLARSHIP AND WSC SCHOLARSHIPS$150,000
VEHICLES FOR CHANGE
4111 WASHINGTON BOULEVARDHALETHORPEMD21227PCTO FUND ACCESS TO JOBS FOR CARROLL COUNTY RESIDENTS AND THOSE EMPLOYED IN CARROLL CO$50,000
VOLUNTEERS OF AMERICA CHESAPEAKE & CAROLINAS
7901 ANNAPOLIS ROADLANHAMMD20706PCTO SUPPORT MARYLAND RESIDENT SERVICES & BEHAVIORAL HEALTH FOR HOMELESSNESS PREVENTION$50,000
WARRIOR RISING
11614 SOUTH ANNA EMILY DRIVESOUTH JORDANUT84095PCTO SUPPORT WARRIOR RISING BUSINESS SHOWER$150,000
WESTMINSTER NEWS COMMUNITY OF SHALOM
25 UNION STREETWESTMINSTERMD21157PCTO PROVIDE GENERAL OPERATING SUPPORT$5,000
WESTMINSTER RESCUE MISSION
P O BOX 285 658 LUCABAUGH MILL ROADWESTMINSTERMD21158PCTO FUND INVESTING IN DEVELOPMENT FOR STRATEGIC GROWTH$70,000
WOMAN TO WOMAN MENTORING INC
22 SOUTH MARKET STREET SUITE 321FREDERICKMD21701PCTO FUND FY 2023 STEM PROGRAM EXPANSION$30,000
YWCA UTAH
322 EAST 300 SOUTHSALT LAKE CITYUT84111PCTO PROVIDE GENERAL OPERATING SUPPORT$25,000
ZACHING AGAINST CANCER FOUNDATION
6700 ALEXANDER BELL DRIVE SUITE 185COLUMBIAMD21046PCTO SUPPORT DIRECT PATIENT OUTREACH PROGRAM$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,806,159TotalGrantOrContriPdDurYrAmt
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$7,258ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$849,340ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,305,838ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$19,162,440ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,162,440TotalIncomeProducingActyAmt

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

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, YOUTH PROGRAMS, EDUCATION, VETERAN ORGANIZATIONS, AND HUMAN SERVICES. OUR FOCUS IS IN MARYLAND AND UTAH BUT ALSO INCLUDES NORTHERN VIRGINIA, SOUTHERN PENNSYLVANIA, AND WASHINGTON DC.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,372,793EOYBookValueAmt
EOYFMV$1,258,496EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$57,556,241$327,757,091
MUTUAL FUNDS$22,612,299$22,587,134

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,622,252USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,534,005USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$132,824StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$115,668StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,515LegalFeesAmt
Net Investment Income$3,515NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$1,524$1,524$0
MARKETING AND WEBSITE$2,608$2,608$0
OFFICE EXPENSE$4,123$4,123$0
TELEPHONE$684$684$0
BANK SERVICE CHARGES$203$203$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$4RevenueAndExpensesPerBooksAmt
Net Investment Income$4NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODY FEES$4,207$4,207$0
INVESTMENT MANAGEMENT FEES$202,491$202,491$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX ON INVESTMENT INCOME FOR FYE 06/30/2021$267,182$0$0
FOREIGN TAXES WITHHELD ON INVESTMENTS$1,683$1,683$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.