PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC (EIN 52-1738992)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202223069349302152
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T12:25:02-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521738992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA AND MARK JOSEPH SHELTER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 4109620595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST PRATT STREET 4100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212026155 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK K JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4109620595 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | JOSEPH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK K JOSEPH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST PRATT STREET 4100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212026155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,363,228 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE HOUSING TO PERSONS OF LOW AND MODERATE INCOME AND TO MAKE GRANTS TO NONPROFIT ORGANIZATIONS AND AGENCIES THAT ADDRESS THE NEEDS OF CHILDREN, THE ELDERLY AND THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $860,246 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,055,998 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,113,713 | CYProgramServiceRevenueAmt |
| PY Investment Income | $858,959 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,378,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,100 | PYOtherRevenueAmt |
| CY Other Revenue | $15,901 | CYOtherRevenueAmt |
| PY Total Revenue | $3,933,057 | PYTotalRevenueAmt |
| CY Total Revenue | $6,368,087 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,538,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,047,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $257,816 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $407,203 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,029,250 | PYOtherExpensesAmt |
| CY Other Expenses | $2,019,081 | CYOtherExpensesAmt |
| PY Total Expenses | $3,825,066 | PYTotalExpensesAmt |
| CY Total Expenses | $4,473,434 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $107,991 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,894,653 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,601,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,852,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,465,870 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,560,386 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,135,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,292,489 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,040,590 | ExpenseAmt |
| Grant | $2,047,150 | GrantAmt |
| Revenue | $3,129,614 | RevenueAmt |
| Desc | TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS. | Desc |
| Total Program Service Expenses | $4,040,590 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACEY TIZARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4109620595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST PRATT STREET 4100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212026155 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICIA H JOSEPH | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JESSICA K JOSEPH | ||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARA S WEIMAN | ||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT C EMBRY JR | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA P BAUM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN D EISNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHALE D STILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK K JOSEPH | ||||||
| PRESIDENT/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY R TIZARD | ||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | $34,976 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $34,976 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ENTERPRISE RESIDENTAIL LLC | |||||
| 875 HOLLINS ST 202 | BALTIMORE | MD | 21201 | MANAGEMENT FEE | $194,900 |
| RBC WEALTH MANAGEMENT | |||||
| 1906 TOWN CENTER BLVD SUITE 375 | ANNAPOLIS | MD | 21401 | ASSET MANAGEMENT FEE | $124,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $860,246 | AllOtherContributionsAmt |
| Noncash Contributions | $860,246 | NoncashContributionsAmt |
| Total Contributions | $860,246 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $3,113,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,113,713 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,113,713 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,378,743 | TotalRevenueColumnAmt |
| Exclusion | $1,378,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,994,625 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,995,141 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $999,484 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $999,484 | TotalRevenueColumnAmt |
| Exclusion | $999,484 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $15,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,901 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,901 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,368,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,129,614 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,378,227 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,047,150 | TotalAmt |
| Program Services | $2,047,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,976 | TotalAmt |
| Program Services | $33,715 | ProgramServicesAmt |
| Management And General | $1,261 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,909 | TotalAmt |
| Program Services | $283,312 | ProgramServicesAmt |
| Management And General | $10,597 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,032 | TotalAmt |
| Program Services | $75,032 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,286 | TotalAmt |
| Program Services | $3,286 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,990 | TotalAmt |
| Management And General | $194,990 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,236 | TotalAmt |
| Program Services | $2,236 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,171 | TotalAmt |
| Management And General | $73,171 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,580 | TotalAmt |
| Management And General | $125,580 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,151 | TotalAmt |
| Program Services | $129,650 | ProgramServicesAmt |
| Management And General | $17,501 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,287 | TotalAmt |
| Program Services | $457,329 | ProgramServicesAmt |
| Management And General | -$42 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,525 | TotalAmt |
| Program Services | $444,525 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,243 | TotalAmt |
| Program Services | $303,243 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,786 | TotalAmt |
| Management And General | $9,786 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OPERATIONS & MAINTENANC | $247,488 | $247,488 |
| AMORTIZATION | $13,624 | $13,624 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,473,434 | TotalAmt |
| Program Services | $4,040,590 | ProgramServicesAmt |
| Management And General | $432,844 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,048 | BOYAmt |
| EOY | $1,123,600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,824,258 | BOYAmt |
| EOY | $4,206,984 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,194 | BOYAmt |
| EOY | $333 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,872 | BOYAmt |
| EOY | $40,872 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,906 | BOYAmt |
| EOY | $191,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,597,042 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,685,440 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,214,845 | BOYAmt |
| EOY | $4,911,602 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,894,240 | BOYAmt |
| EOY | $36,740,581 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,598,318 | BOYAmt |
| EOY | $2,890,530 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,873 | BOYAmt |
| EOY | $747,120 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,601,554 | BOYAmt |
| EOY | $50,852,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,059 | BOYAmt |
| EOY | $111,889 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,113,299 | BOYAmt |
| EOY | $2,445,623 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,839 | BOYAmt |
| EOY | $16,012 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,155,796 | BOYAmt |
| EOY | $6,901,995 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,877 | BOYAmt |
| EOY | $84,867 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,465,870 | BOYAmt |
| EOY | $9,560,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,135,684 | BOYAmt |
| EOY | $41,292,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,135,684 | BOYAmt |
| EOY | $41,292,489 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,601,554 | BOYAmt |
| EOY | $50,852,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,894,653 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,291,474 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$29,322 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $50,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $860,246 | CurrentTaxYearAmt |
| Total | $910,246 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,560,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,626,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,947,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,074,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,113,713 | CurrentTaxYearAmt |
| Total | $14,321,608 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,560,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,626,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,997,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,074,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,973,959 | CurrentTaxYearAmt |
| Total | $15,231,854 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $50,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $860,246 | CurrentTaxYearAmt |
| Total | $910,246 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $50,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $860,246 | CurrentTaxYearAmt |
| Total | $910,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,321,608 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $838,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $834,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $858,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,378,743 | CurrentTaxYearAmt |
| Total | $4,997,018 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $838,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,086,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $834,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $858,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,378,743 | CurrentTaxYearAmt |
| Total | $4,997,018 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $15,901 | CurrentTaxYearAmt |
| Total | $15,901 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,398,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,712,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,831,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,933,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,368,603 | CurrentTaxYearAmt |
| Total | $20,244,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76230 | PublicSupportPY509Pct |
| Investment Income CY | 0.24680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.23500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2021 AMOUNT: $ 15,901. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $750,000 | OtherCostOrOtherBasisAmt |
| Book Value | $750,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,514,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,395,401 | DepreciationAmt |
| Book Value | $4,118,730 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,039 | DepreciationAmt |
| Book Value | $42,872 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,911,602 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN PARTNERSHIPS AND RENTAL PROJECT | $108,717 | C |
| 59888.341-VANGUARD WORLD FD (VFTAX) | $2,781,813 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,890,530 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAYABLE | $36,400 |
| SECURITY DEPOSIT LIABILITY | $48,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $84,867 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,533,981 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,291,474 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,291,474 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,242,507 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $125,580 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $125,580 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,368,087 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,377,176 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,322 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,322 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,347,854 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $125,580 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $125,580 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,473,434 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2021, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PRESENT VALUE ADJUSTMENT 29,322. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ADELANTE LATINA INC | |||||||||
| 2907 W STRATHMORE AVE | BALTIMORE | MD | 21209 | 464288885 | 501(C)(3) | $8,000 | $0 | CONTRIBUTION | |
| ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE | |||||||||
| 190 W OSTEND STREET SUITE 210 | BALTIMORE | MD | 21230 | 522056349 | 501(C)(3) | $7,500 | $0 | CONTRIBUTION | |
| ASSOCIATED BLACK CHARITIES | |||||||||
| 2 HAMILL ROAD 272 NORTH QUADRANGLE | BALTIMORE | MD | 21210 | 521427774 | 501(C)(3) | $15,750 | $0 | CONTRIBUTION | |
| BALTIMORE AREA COUNCILBOYS SCOUTS OF AMERICA | |||||||||
| 701 WYMAN PARK DR | BALTIMORE | MD | 21211 | 520591572 | 501(C)(3) | $6,000 | $0 | CONTRIBUTION | |
| BALTIMORE CHAMBER ORCHESTRA | |||||||||
| 11 W MOUNT VERNON PL 3 | BALTIMORE | MD | 21201 | 521356846 | 501(C)(3) | $15,000 | $0 | CONTRIBUTION | |
| BALTIMORE COMMUNITY FOUNDATION | |||||||||
| 11 EAST MOUNT ROYAL AVENUE 2ND | BALTIMORE | MD | 21202 | 237180620 | 501(C)(3) | $39,650 | $0 | CONTRIBUTION | FLOOR |
| BALTIMORE CORPS INC | |||||||||
| PO BOX 67348 | BALTIMORE | MD | 21215 | 364913965 | 501(C)(3) | $45,000 | $0 | CONTRIBUTION | |
| BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN | |||||||||
| 128 W FRANKLIN ST | BALTIMORE | MD | 21201 | 262221540 | 501(C)(3) | $25,000 | $0 | CONTRIBUTION | |
| BALTIMORE MUSEUM OF ART | |||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | 526000162 | 501(C)(3) | $510,000 | $0 | CONTRIBUTION | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | |||||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 521174284 | 501(C)(3) | $541,000 | $0 | CONTRIBUTION | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 520629696 | 501(C)(3) | $50,000 | $0 | CONTRIBUTION | |
| BELOVED COMMUNITY SERVICES CORPORATION | |||||||||
| 1219 DRUID HILL AVE | BALTIMORE | MD | 21217 | 800192216 | 501(C)(3) | $10,000 | $0 | CONTRIBUTION | |
| THE BROTHERHOOD SISTER SOL | |||||||||
| 512 WEST 143RD STREET | BALTIMORE | MD | 21202 | 133857387 | 501(C)(3) | $10,000 | $0 | CONTRIBUTION | |
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $26,000 | $0 | CONTRIBUTION | |
| LIVING CLASSROOMS FOUNDATION INC | |||||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | 521369524 | 501(C)(3) | $60,000 | $0 | CONTRIBUTION | |
| UNITED STATES CAPITOL HISTORICAL SOCIETY | |||||||||
| 200 MARYLAND AVE NE 401 | WASHINGTON | DC | 20002 | 520796820 | 501(C)(3) | $10,000 | $0 | CONTRIBUTION | |
| ENOCH PRATT FREE LIBRARY | |||||||||
| 400 CATHEDRAL ST | BALTIMORE | MD | 21201 | 526001143 | 501(C)(3) | $20,000 | $0 | CONTRIBUTION | |
| GREATER BALTIMORE COMMITTEE INC | |||||||||
| 111 S CALVERT ST | BALTIMORE | MD | 21202 | 520645650 | 501(C)(4) | $9,020 | $0 | SPONSORSHIP | |
| HIGHER ACHIEVEMENT BALTIMORE | |||||||||
| 1750 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | 521383374 | 501(C)(3) | $15,000 | $0 | CONTRIBUTION | |
| IMENTOR | |||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | 300105507 | 501(C)(3) | $20,000 | $0 | CONTRIBUTION | |
| J STREET EDUCATION FUND | |||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | 202777557 | 501(C)(3) | $20,000 | $0 | CONTRIBUTION | |
| MARYLAND PHILANTHROPY NETWORK | |||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | 521326863 | 501(C)(3) | $8,480 | $0 | CONTRIBUTION | |
| MENTORING MENTORS INC | |||||||||
| PO BOX 67021 | BALTIMORE | MD | 21207 | 473138966 | 501(C)(3) | $15,000 | $0 | CONTRIBUTION | |
| PUBLIC ALLIES INC | |||||||||
| 735 N WATER ST SUITE 550 | MILWAUKEE | WI | 53202 | 521759564 | 501(C)(3) | $30,000 | $0 | CONTRIBUTION | |
| ROLAND PARK COMMUNITY ASSOCIATION | |||||||||
| 5115 ROLAND AVE | BALTIMORE | MD | 21210 | 521479924 | 501(C)(3) | $50,000 | $0 | CONTRIBUTION | |
| THE SEED SCHOOL OF MARYLAND INC | |||||||||
| 200 FONT HILL AVE | BALTIMORE | MD | 21223 | 061818759 | 501(C)(3) | $15,000 | $0 | CONTRIBUTION | |
| SUCCESS FOR ALL FOUNDATION | |||||||||
| 300 E JOPPA RD 500 | TOWSON | MD | 21286 | 522061820 | 501(C)(3) | $225,000 | $0 | CONTRIBUTION | |
| TEACH FOR AMERICA | |||||||||
| 315 W 36TH ST | NEW YORK | MD | 10018 | 133541913 | 501(C)(3) | $125,000 | $0 | CONTRIBUTION | |
| UNITED WAY OF CENTRAL MD | |||||||||
| 1800 WASHINGTON BLVD 340 | BALTIMORE | MD | 21230 | 520591543 | 501(C)(3) | $70,000 | $0 | CONTRIBUTION | |
| CYLBURN ARBORETUM ASSOCIATION INC | |||||||||
| 4915 GREENSIDE AVENUE | BALTIMORE | MD | 21209 | 237091589 | 501(C)(3) | $20,000 | $0 | CONTRIBUTION | |
| GIVE BACK FOUNDATION | |||||||||
| 2200 HALETHORPE FARMS ROAD SW | BALTIMORE | MD | 21227 | 521135690 | 501(C)(3) | $15,000 | $0 | CONTRIBUTION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND CONTRIBUTIONS ARE SUBMITTED TO THE CHAIRPERSON AND PRESIDENT FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS, ANNUALLY, APPROVES THESE GRANTS AND CONTRIBUTIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $860,246 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPORTING NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARK JOSEPH, PATRICIA JOSEPH, CARA WEIMAN AND JESSICA JOSEPH - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTANT OF THE FOUNDATION. ONCE PREPARED, THE PRESIDENT AND CHAIRPERSON REVIEW FORM 990 BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE PRESIDENT AND CHAIRPERSON OF THE FOUNDATION MONITOR ALL TRANSACTIONS FOR CONFLICTS OF INTEREST. A WRITTEN CONFLICT OF INTEREST POLICY HAS BEEN PUT INTO PLACE FOR THE TAX YEAR ENDING DECEMBER 31, 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | PRESENT VALUE ADJUSTMENT -29,322. |
Comments