DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349102248
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T14:42:30-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522174671 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAPCO FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 South Street Suite 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521489400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David & Barbara B Hirschhorn | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4103477114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co AFS One South St 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen J Bass | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477114 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stephen | PersonFirstNm |
| Person Last | Bass | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477114 | PhoneNum |
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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,752,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $585,853 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $421 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $421 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,002,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,002,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,264,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,439,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,264,021 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$63,755 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$96,835 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,788,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,169,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $104,774 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $104,774 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,329 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,329 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,238 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,794 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,168 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,168 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,625 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,625 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $383,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $202,116 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,647,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,647,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,030,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,849,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,757,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,028,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,501,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,488,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,488,849 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $35,581,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,535,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,901,351 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $145 | OtherAssetsBOYAmt |
| Other Assets EOY | $361,872 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $361,872 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,083,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,385,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,752,072 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,068,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,385,811 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,068,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,385,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,083,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,385,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,068,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,757,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,826,200 | SubtotalAmt |
| Other Decreases | $440,389 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,385,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Axiom Asia IV | P | 2020-01-01 | 2021-12-31 | $96,330 | $96,330 | $96,330 | |
| Axiom Asia IV | P | 2021-01-01 | 2021-12-31 | $1,446 | $1,446 | $1,446 | |
| Axiom Asia Private Capital Fund II | P | 2021-01-01 | 2021-12-31 | $196 | $196 | $196 | |
| Axiom Asia Private Capital Fund II | P | 2020-01-01 | 2021-12-31 | $200,277 | $200,277 | $200,277 | |
| Centerbridge Partners R/E | P | 2021-01-01 | 2021-12-31 | $4,145 | $4,145 | $4,145 | |
| Centerbridge Partners R/E | P | 2020-01-01 | 2021-12-31 | $66 | $66 | $66 | |
| Contrarian Distressed R/E Debt Fund IV | P | 2020-01-01 | 2021-12-31 | $6,980 | $6,980 | $6,980 | |
| CPREF AIV I | P | 2020-01-01 | 2021-12-31 | $284 | $284 | $284 | |
| CPREF AIV III | P | 2020-01-01 | 2021-12-31 | $53,389 | $53,389 | $53,389 | |
| CPREF Cayman | P | 2020-01-01 | 2021-12-31 | $633 | $633 | $633 | |
| CPREF Cayman | P | 2021-01-01 | 2021-12-31 | $3,342 | $3,342 | $3,342 | |
| Fir Tree III - Distribution in Excess of basis | P | 2020-01-01 | 2021-12-31 | $21,925 | $21,925 | $21,925 | |
| Fir Tree R/E Fund III AIV | P | 2021-01-01 | 2021-12-31 | -$271 | -$271 | $271 | |
| Fir Tree R/E Fund III AIV | P | 2020-01-01 | 2021-12-31 | -$739 | -$739 | $739 | |
| Global Alpha International Small Cap | P | 2021-01-01 | 2021-12-31 | $12,035 | $12,035 | $12,035 | |
| Global Alpha International Small Cap | P | 2020-01-01 | 2021-12-31 | $40,457 | $40,457 | $40,457 | |
| Harrison Street Real Estate Partners V | P | 2020-01-01 | 2021-12-31 | $29,036 | $29,036 | $29,036 | |
| Lexington VII - Distribution in Excess of basis | P | 2020-01-01 | 2021-12-31 | $83,226 | $83,226 | $83,226 | |
| Madison International VI | P | 2020-01-01 | 2021-12-31 | $12,539 | $12,539 | $12,539 | |
| Mesirow Financial PE IV | P | 2021-01-01 | 2021-12-31 | -$181 | -$181 | $181 | |
| Mesirow Financial PE IV | P | 2020-01-01 | 2021-12-31 | $243,646 | $243,646 | $243,646 | |
| Ocean Avenue Fund III | P | 2020-01-01 | 2021-12-31 | $274,497 | $274,497 | $274,497 | |
| Ocean Avenue Fund III | P | 2021-01-01 | 2021-12-31 | $340 | $340 | $340 | |
| Ocean Avenue Fund IV | P | 2020-01-01 | 2021-12-31 | $22,626 | $22,626 | $22,626 | |
| Perennial Real Estate Fund | P | 2020-01-01 | 2021-12-31 | $12,991 | $12,991 | $12,991 | |
| Private Equity Investment Fund V | P | 2020-01-01 | 2021-12-31 | -$1,886 | -$1,886 | $1,886 | |
| Publicly traded securities | $2,176,367 | $1,090,866 | $1,090,866 | $1,085,501 | |||
| RCP Fd V - Distribution in Excess of basis | P | 2020-01-01 | 2021-12-31 | $25,118 | $25,118 | $25,118 | |
| RCP Fd VI - Distribution in Excess of basis | P | 2020-01-01 | 2021-12-31 | $106,725 | $106,725 | $106,725 | |
| renaissance Institutional Equities Fund | P | 2020-01-01 | 2021-12-31 | $91,008 | $91,008 | $91,008 | |
| Renaissance Institutional Equities Fund | P | 2021-01-01 | 2021-12-31 | -$87,305 | -$87,305 | $87,305 | |
| Taconic CRE Dislocation Fund | P | 2020-01-01 | 2021-12-31 | $9,056 | $9,056 | $9,056 | |
| VIA VII | P | 2020-01-01 | 2021-12-31 | $1,274,972 | $1,274,972 | $1,274,972 | |
| VIA VII | P | 2021-01-01 | 2021-12-31 | $1,662 | $1,662 | $1,662 | |
| W Capital Partners - Distribution in Excess of basis | P | 2020-01-01 | 2021-12-31 | $25,660 | $25,660 | $25,660 | |
| W Capital Partners III | P | 2020-01-01 | 2021-12-31 | $88,310 | $88,310 | $88,310 | |
| Capital Gains Dividends | P | $520,620 | $520,620 | $520,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,264,021 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,504 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $80,504 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,605 | OverpaymentAmt |
| Applied To ES Tax | $10,605 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
| Individual With Books | Jennifer L Bove CPA | IndividualWithBooksNm |
| Phone | 4103477205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS One South St 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Daniel B Hirschhorn | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and President | 0.00 | $0 | $0 | $0 |
| Michael J Hirschhorn | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Deborah H Vogelstein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Sarah H Shapiro | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Betsy F Ringel | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Secretary | 0.00 | $0 | $0 | $0 |
| Anne A Patterson | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jill R Robinson | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Stephen J Bass | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Anne L Shelton | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment Managemt | $75,238 |
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,684,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,258,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,943,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,943,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $824,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,118,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,705,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,705,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,899 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,860 | IncomeTaxAmt |
| Total Tax | $73,759 | TotalTaxAmt |
| Distributable Before Adj | $2,632,186 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,632,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,632,186 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,849,616 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,849,616 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,632,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $206,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $103,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $295,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $606,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,849,616 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,632,186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217,430 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $823,860 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $206,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $616,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $103,596 | ExcessFromYear2Amt |
| Excess From Year1 | $295,860 | ExcessFromYear1Amt |
| Excess From Current Year | $217,430 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel B Hirschhorn co Ms Betsy Rin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South St Suite 2900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or grants to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Abilities Network | ||||||||
| 8503 LaSalle Road | Towson | MD | 212865926 | N/A | 501(c)(3) | support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program | $25,000 | |
| Ahavas Yisrael Charity Fund | ||||||||
| 115 Sudbrook Lane Suite E | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support | $7,500 | |
| American Friends of Meir Panim Inc | ||||||||
| 88 Walton Street Suite B1 | Brooklyn | NY | 11206 | N/A | 501(c)(3) | general support | $5,000 | |
| American Friends of Meir Panim Inc | ||||||||
| 89 Walton Street Suite B1 | Brooklyn | NY | 11207 | N/A | 501(c)(3) | support for services in Jerusalem | $25,000 | |
| American Friends of Shalva | ||||||||
| 315 Fifth Avenue 6th Floor | New York | NY | 10016 | N/A | 501(c)(3) | general support | $7,500 | |
| American Jewish World Service | ||||||||
| 45 West 36th Street 10th Floor | New York | NY | 100187904 | N/A | 501(c)(3) | general support | $45,000 | |
| American Visionary Art Museum Inc | ||||||||
| 800 Key Highway | Baltimore | MD | 212303940 | N/A | 501(c)(3) | general support | $10,000 | |
| Art with a Heart Inc | ||||||||
| Mill No 1 3000 Falls Road | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support and support in honor of the 20th anniversary | $40,000 | |
| Arts for Learning Maryland | ||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Summer Arts & Learning Academy | $25,000 | |
| Arts for Learning Maryland | ||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Summer Arts & Learning Academy | $25,000 | |
| Baltimore Bar Foundation Inc | ||||||||
| 111 North Calvert Street Suite 631 | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Senior Legal Services program | $15,000 | |
| Baltimore Community Foundation Inc | ||||||||
| 11 East Mt Royal Avenue Second | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Middle Grades Partnership | $20,000 | Floor |
| Benefits Data Trust | ||||||||
| Centre Square West 1500 Market | Philadelphia | PA | 19102 | N/A | 501(c)(3) | support for the "MD Benefits Center" project | $20,000 | Street Suite 2800 |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the Centennial Campaign | $150,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support through sponsorship of Spotlight 2022 | $25,000 | |
| Business & Human Rights Resource Centre | ||||||||
| 120 Wall Street 16th Floor | New York | NY | 100054027 | N/A | 501(c)(3) | general support | $20,000 | |
| CASA of Baltimore County Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212044435 | N/A | 501(c)(3) | general support | $10,000 | 117 |
| Central Europe Center for Research and Documentation | ||||||||
| 1141 Loxford Terrace | Silver Spring | MD | 20901 | N/A | 501(c)(3) | general support | $5,000 | |
| Chabad-Lubavitch of Maryland Inc | ||||||||
| 6701 Old Pimlico Road | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $10,000 | |
| Civic Works Inc | ||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 212131100 | N/A | 501(c)(3) | support for the Housing Upgrades to Benefit Seniors program | $20,000 | |
| Committee for Accuracy in Middle East Reporting in America | ||||||||
| PO Box 35040 | Boston | MA | 02135 | N/A | 501(c)(3) | general support | $5,000 | |
| Community Assistance Network Inc | ||||||||
| 7900 East Baltimore Street | Baltimore | MD | 212242010 | N/A | 501(c)(3) | general support | $25,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | N/A | 501(c)(3) | annual support | $2,500 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | N/A | 501(c)(3) | support for the 2021-2022 annual fund | $25,000 | |
| Dent Education | ||||||||
| 10 East North Avenue Suite 5 | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the summer internship program | $20,000 | |
| Dent Education | ||||||||
| 10 East North Avenue Suite 5 | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the summer internship program | $20,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | N/A | 501(c)(3) | support for the Future of Work program | $25,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | N/A | 501(c)(3) | support for the Future of Work program | $25,000 | |
| Dyslexia Tutoring Program Inc | ||||||||
| The Rotunda Suite 310711 West 40th | Baltimore | MD | 212112109 | N/A | 501(c)(3) | support for the summer camp program | $15,000 | Street |
| EDGE Funders Alliance | ||||||||
| Box 559 60 29th Street | San Francisco | CA | 941104929 | N/A | 501(c)(3) | general support | $2,500 | |
| Edward A Myerberg Senior Center Inc | ||||||||
| 3101 Fallstaff Road | Baltimore | MD | 212092967 | N/A | 501(c)(3) | support for the Tech-Knowledge Hub | $25,000 | |
| Elev8 Baltimore | ||||||||
| 800 North Charles Street 4th Floor | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Freedom Schools Summer program | $25,000 | |
| Elijah Cummings Youth Program in Israel Inc | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $20,000 | |
| EMpower-The Emerging Markets Foundation | ||||||||
| 111 John Street Suite 2410 | New York | NY | 10038 | N/A | 501(c)(3) | general support | $15,000 | |
| Encounter Programs Inc | ||||||||
| c/o WeWork 8 W 126th Street Floor 3 | New York | NY | 10027 | N/A | 501(c)(3) | general support | $7,500 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | N/A | 501(c)(3) | support for the Career Online High School | $25,000 | |
| Erin Levitas Education Foundation Inc | ||||||||
| 8 Reservoir Circle Suite 203 | Baltimore | MD | 212086324 | N/A | 501(c)(3) | support for community outreach and education programs | $15,000 | |
| Farm & Wilderness Foundation Inc | ||||||||
| 401 Farm Wilderness Road | Plymouth | VT | 05056 | N/A | 501(c)(3) | support for scholarships to enable economically disadvantaged children to attend summer camp | $7,500 | |
| Fonkoze USA | ||||||||
| 1718 Connecticut Ave NW Suite 201 | Washington | DC | 200091148 | N/A | 501(c)(3) | general support | $10,000 | |
| Food Research and Action Center | ||||||||
| 1200 18th Street NW Suite 400 | Washington | DC | 20036 | N/A | 501(c)(3) | support for Maryland Hunger Solutions | $15,000 | |
| Foundation for Baltimore County Public Library | ||||||||
| 320 York Road | Towson | MD | 212045179 | N/A | 501(c)(3) | support for the STREAM Vehicle project | $25,000 | |
| Foundation for Baltimore County Public Library | ||||||||
| 320 York Road | Towson | MD | 212045179 | N/A | 501(c)(3) | support for the Social Worker in the Library program | $25,000 | |
| FreeState Justice | ||||||||
| 2526 Saint Paul Street Ste 1 | Baltimore | MD | 212184982 | N/A | 501(c)(3) | support for legal services for Marylands LGBTQIA+ older adults | $10,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for CHARM: Voices of Baltimore Youth | $15,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for the Freedom Schools Summer program of Elev8 Baltimore | $25,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for the Middle Grades Partnership | $20,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | support for the Liberty Elementary Playground Project | $5,000 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support | $5,000 | 400 |
| Fusion Partnerships Inc | ||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 212022877 | N/A | 501(c)(3) | supprot for the Baltimore Furniture Bank | $10,000 | |
| Global Greengrants Fund | ||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 803015414 | N/A | 501(c)(3) | general support | $10,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | N/A | 501(c)(3) | support for the Goucher Prison Education Partnership | $5,000 | |
| Govans Ecumenical Development Corporation | ||||||||
| 1010 East 33rd Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Older Adults Services program | $20,000 | |
| Greater Washington Community Foundation | ||||||||
| 1325 G Street NW Suite 480 | Washington | DC | 200053121 | N/A | 501(c)(3) | support for the 2021 Annual Campaign of The Associated: Jewish Community Federation of Baltimore | $24,000 | |
| GreenLight Fund | ||||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | N/A | 501(c)(3) | support for GreenLight Baltimore | $20,000 | |
| Haiti Clinic | ||||||||
| 865 37th Place | Vero Beach | FL | 329606564 | N/A | 501(c)(3) | general support | $5,000 | |
| Halachic Organ Donor Society | ||||||||
| PO Box 693 | New York | NY | 101080693 | N/A | 501(c)(3) | general support | $7,500 | |
| Hampden Family Center Inc | ||||||||
| 1104 West 36th Street | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Summer Enrichment Program | $10,000 | |
| Hampden Family Center Inc | ||||||||
| 1104 West 36th Street | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Summer Enrichment Program | $10,000 | |
| Har Sinai - Oheb Shalom Congregation | ||||||||
| 7310 Park Heights Avenue | Baltimore | MD | 212085436 | N/A | 501(c)(3) | annual support | $20,000 | |
| Helping Up Mission | ||||||||
| 1029 East Baltimore Street | Baltimore | MD | 212024705 | N/A | 501(c)(3) | general support | $15,000 | |
| Hide and Seek Foundation | ||||||||
| 6475 East Pacific Coast Highway | Long Beach | CA | 90803 | N/A | 501(c)(3) | support for the SOAR/NPC Collaborative | $5,000 | Suite 466 |
| Homeless Persons Representation Project | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Homeless Youth Initiative | $12,500 | |
| Honest Reporting | ||||||||
| 165 East 56th Street 2nd Floor | New York | NY | 100222709 | N/A | 501(c)(3) | general support | $9,000 | |
| HopeWell Cancer Support | ||||||||
| PO Box 755 | Brooklandville | MD | 210220755 | N/A | 501(c)(3) | general support | $18,000 | |
| Horizon Day Camp | ||||||||
| 8 Market Place Suite 331 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $15,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | N/A | 501(c)(3) | support for the annual fund | $7,500 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | N/A | 501(c)(3) | general support and support for the Justice Leaders Fellowship program | $50,000 | |
| Interfaith Youth Core | ||||||||
| 141 West Jackson Boulevard Suite | Chicago | IL | 60604 | N/A | 501(c)(3) | general support | $25,000 | 3200 |
| Israel Guide Dog Center for the Blind | ||||||||
| 968 Easton Road Suite H | Warrington | PA | 18976 | N/A | 501(c)(3) | general support | $15,000 | |
| JBI International Inc | ||||||||
| 110 East 30th Street | New York | NY | 200267375 | N/A | 501(c)(3) | general support | $2,500 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | general support | $20,000 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | support for HaZamir Baltimore for the 2021-22 season | $5,000 | |
| Jewish Teen Advancement Program Inc | ||||||||
| 2904 Smith Avenue | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support | $5,000 | |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | N/A | 501(c)(3) | general support | $15,000 | |
| Krieger Schechter Day School | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the Community Partnership Programs Initiative | $10,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Lawyer in the Library program in Baltimore County | $25,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Long Term Care Assistance Project | $10,000 | |
| Let's Breakthrough Inc | ||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | general support | $15,000 | |
| Levindale Auxiliary Inc | ||||||||
| 2434 West Belvedere Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $2,500 | |
| Libraries Without Borders - US | ||||||||
| 1342 Florida Avenue NW | Washington | DC | 200094808 | N/A | 501(c)(3) | support for the Wash and Learn Initiative in Baltimore | $15,000 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | N/A | 501(c)(3) | support for the Magic of Life Gala 2022 | $37,500 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | N/A | 501(c)(3) | capital support for the Center for Hope | $50,000 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | N/A | 501(c)(3) | general support | $35,000 | |
| Maryland Book Bank | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $20,000 | |
| Maryland Family Network Inc | ||||||||
| 1001 Eastern Avenue 2nd Floor | Baltimore | MD | 212024325 | N/A | 501(c)(3) | general support | $10,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | N/A | 501(c)(3) | general support | $40,000 | |
| Maryland Volunteer Lawyers Service | ||||||||
| 201 North Charles Street Suite 1400 | Baltimore | MD | 212014102 | N/A | 501(c)(3) | support for the Community Stabilization for Older Adults program | $15,000 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | N/A | 501(c)(3) | general support | $25,000 | |
| Medical Education Resources Initiative for Teens Inc | ||||||||
| 1 North Haven Street Suite 4 | Baltimore | MD | 21224 | N/A | 501(c)(3) | general support | $12,500 | |
| Medical Education Resources Initiative for Teens Inc | ||||||||
| 1 North Haven Street Suite 4 | Baltimore | MD | 21224 | N/A | 501(c)(3) | general support | $15,000 | |
| Morningside Center for Teaching Social Responsibility | ||||||||
| 475 Riverside Drive Suite 550 | New York | NY | 101150079 | N/A | 501(c)(3) | support for the "Education in the Time of Climate Crisis" book project | $5,000 | |
| Morningside Center for Teaching Social Responsibility | ||||||||
| 475 Riverside Drive Suite 550 | New York | NY | 101150079 | N/A | 501(c)(3) | general support | $15,000 | |
| Moveable Feast | ||||||||
| PO Box 2298 | Baltimore | MD | 212032298 | N/A | 501(c)(3) | general support | $15,000 | |
| My Sister's Circle | ||||||||
| PO Box 84 | Timonium | MD | 21094 | N/A | 501(c)(3) | general support | $7,500 | |
| North American Friends of Oranim Inc | ||||||||
| 1111 East Fairy Chasm Road | Milwaukee | WI | 532171427 | N/A | 501(c)(3) | support for the Galilee Dreamers program | $10,000 | |
| North Star Fund | ||||||||
| 520 Eighth Avenue Floor 22 | New York | NY | 10018 | N/A | 501(c)(3) | general support | $10,000 | |
| Parks & People Foundation | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 212172072 | N/A | 501(c)(3) | support for Super Kids Camp 2021 | $10,000 | |
| Parks & People Foundation | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 212172072 | N/A | 501(c)(3) | support for Super Kids Camp 2022 | $10,000 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 211223940 | N/A | 501(c)(3) | general support | $15,000 | |
| Penn Hillel | ||||||||
| 215 South 39th Street | Philadelphia | PA | 191043606 | N/A | 501(c)(3) | general support | $10,000 | |
| Planned Parenthood of Maryland | ||||||||
| 330 North Howard Street | Baltimore | MD | 212013610 | N/A | 501(c)(3) | support for Education and Training programs for young people | $15,000 | |
| READ Global | ||||||||
| PO Box 29286 | San Francisco | CA | 941290286 | N/A | 501(c)(3) | general support | $4,000 | |
| Reading Partners | ||||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | N/A | 501(c)(3) | support to offer reading tutoring in Baltimore City public schools | $20,000 | |
| Restorative Response Baltimore | ||||||||
| 1500 Union Avenue Suite 2700 | Baltimore | MD | 212111989 | N/A | 501(c)(3) | support for A Revolutionary Summer | $10,000 | |
| Safe Alternative Foundation for Education | ||||||||
| 1501 West Lexington Street | Baltimore | MD | 21223 | N/A | 501(c)(3) | support for the SAFE Summer Camp | $7,500 | |
| Safe Alternative Foundation for Education | ||||||||
| 1501 West Lexington Street | Baltimore | MD | 21223 | N/A | 501(c)(3) | support for the SAFE Summer Camp | $7,500 | |
| SBLC Learning Works | ||||||||
| 28 East Ostend Street | Baltimore | MD | 212304245 | N/A | 501(c)(3) | general support | $35,000 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for scholarships to enable disadvantaged children to attend camp | $22,500 | |
| Sisterhood of Salaam Shalom | ||||||||
| PO Box 7117 | North Brunswick | NJ | 088521909 | N/A | 501(c)(3) | general support | $40,000 | |
| Springboard Collaborative | ||||||||
| 1500 John F Kennedy Boulevard Suite | Philadelphia | PA | 191021710 | N/A | 501(c)(3) | support for Springboard Summer in Baltimore | $25,000 | 1160 |
| Springboard Collaborative | ||||||||
| 1500 John F Kennedy Boulevard Suite | Philadelphia | PA | 191021710 | N/A | 501(c)(3) | support for Springboard Summer in Baltimore | $25,000 | 1160 |
| St Ambrose Housing Aid Center | ||||||||
| 321 East 25th Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Homesharing Program | $20,000 | |
| St Paul's Schools | ||||||||
| 11152 Falls Road PO Box 8100 | Brooklandville | MD | 210228100 | N/A | 501(c)(3) | support for the Bridges program | $25,000 | |
| TAMID Group | ||||||||
| 1100 Wayne Avenue Suite 850 | Silver Spring | MD | 209105625 | N/A | 501(c)(3) | support for Israel internship opportunities for non-Jewish students | $18,000 | |
| The American Jewish Committee | ||||||||
| The Jacob Blaustein Building 165 | New York | NY | 100222746 | N/A | 501(c)(3) | general support for Project Interchange | $60,000 | East 56 Street |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for the four Hillel campus programs in the Baltimore metropolitan area | $10,000 | |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | N/A | 501(c)(3) | support for the OrchKids 2021 summer program | $15,000 | |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | N/A | 501(c)(3) | support for the OrchKids 2021 summer program | $15,000 | |
| The Circus Barn Incorporated | ||||||||
| 1 Circus Road | Greensboro | VT | 05841 | N/A | 501(c)(3) | general support | $5,000 | |
| The Hearing and Speech Agency of Metro Baltimore Inc | ||||||||
| Harry Jeanette Weinberg Building | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for the Charitable Care Fund | $20,000 | 5900 Metro Drive |
| The Jewish Museum of Maryland | ||||||||
| 15 Lloyd Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the creation of a production studio | $25,000 | |
| The Lambi Fund of Haiti | ||||||||
| 1050 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support | $10,000 | 500 |
| The Literacy Lab | ||||||||
| 1400 16th Street NW Suite 410 | Washington | DC | 20036 | N/A | 501(c)(3) | general support for programming in Baltimore City | $20,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | N/A | 501(c)(3) | support for The Power of Park campaign | $240,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | N/A | 501(c)(3) | general support | $21,000 | |
| The Pro Bono Counseling Project Inc | ||||||||
| 5900 Metro Drive | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for the COVID-19 Mental Health Warmline | $12,500 | |
| The Red Devils | ||||||||
| PO Box 36291 | Towson | MD | 21286 | N/A | 501(c)(3) | general support | $4,000 | |
| Usher 1F Collaborative Inc | ||||||||
| 321 Walnut Street 228 | Newtonville | MA | 024601927 | N/A | 501(c)(3) | support to fund research for a cure for Usher Syndrome Type 1F | $7,500 | |
| Wide Angle Youth Media Inc | ||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 212184964 | N/A | 501(c)(3) | support for the MediaWorks summer program | $12,500 | |
| Wide Angle Youth Media Inc | ||||||||
| 2601 North Howard Street Suite 160 | Baltimore | MD | 212184964 | N/A | 501(c)(3) | support for the MediaWorks summer program | $12,500 | |
| Winnebago Alumni Association | ||||||||
| 401 Saint Christophers Road | Richmond | VA | 232262723 | N/A | 501(c)(3) | support for scholarships for minority campers | $7,000 | |
| WITNESS | ||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | N/A | 501(c)(3) | general support | $42,500 | |
| Women's Law Center Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212045362 | N/A | 501(c)(3) | general support | $10,000 | 201 |
| Yiddish Book Center | ||||||||
| Harry and Jeanette Weinberg | Amherst | MA | 010023375 | N/A | 501(c)(3) | support for the final phase of the Universal Yiddish Library | $37,500 | Building 1021 West Street |
| Your Public Radio Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,647,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Abilities Network | ||||||||
| 8503 LaSalle Road | Towson | MD | 21286 | N/A | 501(c)(3) | support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program | $25,000 | |
| Baltimore Bar Foundation Inc | ||||||||
| 111 North Calvert Street Suite 631 | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Senior Legal Services program | $15,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the Centennial Campaign | $600,000 | |
| CASA of Baltimore County Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212044435 | N/A | 501(c)(3) | general support | $10,000 | 117 |
| Common Cause Education Fund | ||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 200052207 | N/A | 501(c)(3) | general support | $10,000 | |
| Community Assistance Network Inc | ||||||||
| 7900 East Baltimore Street | Baltimore | MD | 212242010 | N/A | 501(c)(3) | general support | $25,000 | |
| Comprehensive Housing Assistance Inc | ||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for the Tech-Knowledge Hub | $25,000 | |
| Dyslexia Tutoring Program Inc | ||||||||
| The Rotunda Suite 310711 West 40th | Baltimore | MD | 212112109 | N/A | 501(c)(3) | support for the summer camp program | $15,000 | Street |
| Food Research and Action Center | ||||||||
| 1200 18th Street NW Suite 40 | Washington | MD | 20036 | N/A | 501(c)(3) | support for Maryland Hunger Solutions | $15,000 | |
| FreeState Justice | ||||||||
| 2526 Saint Paul Street Ste 1 | Baltimore | MD | 212184982 | N/A | 501(c)(3) | support for legal services for Marylands LGBTQIA+ older adults | $10,000 | |
| Friends of Maryland State Parks | ||||||||
| 3316 North Furnace Road | Jarrettsville | MD | 210841924 | N/A | 501(c)(3) | general support | $5,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | general support | $15,000 | |
| Horizon Day Camp | ||||||||
| 8 Market Place Suite 331 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $10,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | N/A | 501(c)(3) | general support and support for the Justice Leaders Fellowship program | $50,000 | |
| Itineris Foundation | ||||||||
| 2050-A Rockrose Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $7,500 | |
| JEWELS Jewish Education Where Every Level Succeeds | ||||||||
| 31 Walker Avenue | Pikesville | MD | 21208 | N/A | 501(c)(3) | general support | $5,000 | |
| Lake Roland Nature Council | ||||||||
| 1000 Lakeside Drive | Baltimore | MD | 212101047 | N/A | 501(c)(3) | general support | $5,000 | |
| Libraries Without Borders - US | ||||||||
| 1342 Florida Avenue NW | Washington | DC | 200094808 | N/A | 501(c)(3) | support for the Wash and Learn Initiative in Baltimore | $15,000 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | N/A | 501(c)(3) | capital support for the Center for Hope | $200,000 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | N/A | 501(c)(3) | support for the Magic of Life Gala 2022 | $37,500 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | N/A | 501(c)(3) | general support | $40,000 | |
| Maryland Volunteer Lawyers Service | ||||||||
| 201 North Charles Street Suite 1400 | Baltimore | MD | 212014102 | N/A | 501(c)(3) | support for the Community Stabilization for Older Adults program | $15,000 | |
| NARAL Pro-Choice America Foundation | ||||||||
| 1725 Eye Street NW Suite 900 | Washington | DC | 20006 | N/A | 501(c)(3) | general support | $10,000 | |
| National Council of Jewish Women | ||||||||
| 2055 L Street NW Suite 650 | Washington | DC | 200364991 | N/A | 501(c)(3) | general support | $10,000 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 211223940 | N/A | 501(c)(3) | general support | $15,000 | |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Avenue NW Suite | Washington | DC | 200061811 | N/A | 501(c)(3) | general support | $10,000 | 163 |
| Rails-to-Trails Conservancy | ||||||||
| 2121 Ward Court NW 5th Floor | Washington | DC | 200371251 | N/A | 501(c)(3) | support for the Baltimore Greenway Trails Network | $5,000 | |
| Remembering Litvaks Inc | ||||||||
| 4951 Bacopa Lane South 603 | St Petersburg | FL | 33715 | N/A | 501(c)(3) | general support | $4,000 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for scholarships to enable disadvantaged children to attend camp | $17,500 | |
| Sisterhood of Salaam Shalom | ||||||||
| PO Box 7117 | North Brunswick | NJ | 088521909 | N/A | 501(c)(3) | general support | $30,000 | |
| St Ambrose Housing Aid Center | ||||||||
| 321 East 25th Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Homesharing Program | $20,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015708 | N/A | 501(c)(3) | support for the four Hillel campus programs in the Baltimore metropolitan area | $10,000 | |
| University of Maryland Baltimore Foundation Inc | ||||||||
| Office of Philanthropy220 North | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Social Worker in the Library program | $5,000 | Arch Avenue 13th Floor |
| Yiddish Book Center | ||||||||
| Harry and Jeanette Weinberg | Amherst | MA | 010023375 | N/A | 501(c)(3) | support for the final phase of the Universal Yiddish Library | $37,500 | Building1021 West Street |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,329,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $421 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,002,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,264,021 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Axiom Asia II | 18 | -$9,717 | ||
| Axiom Asia IV | 18 | -$10,566 | 900001 | -$271 |
| Book to Tax Adjustment | 18 | -$30,496 | ||
| Centerbridge R/E Associates | 18 | -$3,810 | ||
| Contrarian Distressed IV | 18 | -$24,147 | -$927 | |
| CPREF AIV I | 18 | -$1,254 | 900001 | $392 |
| CPREF AIV II | 18 | -$2,957 | ||
| CPREF AIV III | 18 | -$1,169 | ||
| CPREF AIV IV-A | 18 | -$792 | 900001 | -$1,957 |
| CPREF AIV V | 19 | -$3,094 | ||
| CPREF Cayman LP | 18 | $5,635 | ||
| Global Alpha Small Cap | 18 | -$10,247 | ||
| Harrison Street V | 18 | -$5,918 | ||
| Madison Int'l RE Fd VI | 18 | $12,319 | ||
| Malachite Capital | 18 | |||
| Mesirow Financial Private | 18 | $95 | 900001 | $10,696 |
| Ocean Avenue Fund III | 18 | -$16,456 | 900001 | $56,643 |
| Ocean Avenue Fund IV | 18 | -$7,273 | ||
| PEP V | 18 | -$10,906 | 900001 | $59 |
| Perennial Real Estate Fd | 18 | -$9,245 | 900001 | -$1,068 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $63,576 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,139,395 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,202,971 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| 3510 LLC | |||||||
| 1 | One South Street STE 2800 | Baltimore | MD | 212023298 | $205,079 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 2 | One South Street STE 2800 | Baltimore | MD | 212023298 | $189,491 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 3 | One South Street STE 2800 | Baltimore | MD | 212023298 | $12,457 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 4 | One South Street STE 2800 | Baltimore | MD | 212023298 | $5,403 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 5 | One South Street STE 2800 | Baltimore | MD | 212023298 | $27,861 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 6 | One South Street STE 2800 | Baltimore | MD | 212023298 | $14,788 | Yes (X) | |
| 3510 LLC | |||||||
| 7 | One South Street STE 2800 | Baltimore | MD | 212023298 | $130,774 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,376 shs Exact Sciences Corp ($205,079 FMV) | $205,079 | 2021-01-19 |
| 2 | 390 shs Adobe Systems Incorporated ($189,491 FMV) | $189,491 | 2021-02-04 |
| 3 | 45 shs Home Depot Inc ($12,457 FMV) | $12,457 | 2021-02-04 |
| 4 | 10 shs Nvidia Corporation ($5,403 FMV) | $5,403 | 2021-02-04 |
| 5 | 135 shs Visa Inc ($27,861 FMV) | $27,861 | 2021-02-04 |
| 7 | 1,377 shs Exact Sciences Corp ($130,774 FMV) | $130,774 | 2021-08-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $55,000 | Amt |
| Net Investment Income | $22,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (49 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Fund IV | AT COST | $333,232 | $662,125 |
| 57 Stars Global Opportunity | AT COST | $311,313 | $541,794 |
| Artisan Developing World | AT COST | $874,626 | $1,624,791 |
| Artisan Int'l Fund | AT COST | $3,152,623 | $2,941,576 |
| Avenue Aviation | AT COST | $510,555 | $429,806 |
| Axiom Asia IV | AT COST | $371,912 | $774,536 |
| Axiom Asia Private Capital | AT COST | $488,801 | $528,446 |
| Blackrock Strat Income Opps | AT COST | $1,681,805 | $1,742,017 |
| Centerbridge Partners R/E Associates | AT COST | $587,258 | $776,786 |
| Chatham High Yield | AT COST | $750,000 | $1,104,002 |
| Davidson Kempner Int'l | AT COST | $1,500,000 | $2,126,280 |
| Fir Tree Real Estate | AT COST | $11,796 | $8,068 |
| Global Alpha International Small Cap | AT COST | $1,099,104 | $1,199,679 |
| Harrison Street V | AT COST | $204,539 | $317,570 |
| Ishares S&P Midcap ETF | AT COST | $583,541 | $878,680 |
| Ishares S&P Smallcap ETF | AT COST | $596,086 | $856,649 |
| LCP VII (Offshore) LP | AT COST | $0 | $179,336 |
| Lighthouse Global Long/Short Fund | AT COST | $1,000,000 | $1,297,842 |
| Madison Fund VI | AT COST | $901,047 | $1,088,930 |
| Magnitude International | AT COST | $1,250,000 | $2,460,828 |
| Mesirow IV Private Equity IV | AT COST | $235,099 | $431,612 |
| Ocean Avenue Fund III | AT COST | $244,031 | $485,087 |
| Ocean Avenue Fund IV | AT COST | $298,051 | $376,431 |
| PEP V LP | AT COST | $264,398 | $220,876 |
| Perennial Real Estate Fund | AT COST | $29,844 | $53,187 |
| Pimco Real Return Fund | AT COST | $1,090,413 | $1,189,481 |
| Pimco Commodity R.R. Strat | AT COST | $664,558 | $611,957 |
| Pimco Total | AT COST | $1,495,392 | $1,651,506 |
| Pinehurst Institutional Ltd | AT COST | $1,348,675 | $2,807,640 |
| Prime Finance IV | AT COST | $39,356 | $26,169 |
| RCP Direct III Cayman Feeder | AT COST | $383,472 | $504,346 |
| RCP Fund XI | AT COST | $659,558 | $1,105,170 |
| RCP Fund VI Feeder Ltd | AT COST | $0 | $107,673 |
| RCP Fund V | AT COST | $0 | $13,464 |
| State of Israel Bonds | AT COST | $25,000 | $25,000 |
| Taconic CRE Dislocation Fund | AT COST | $491,035 | $442,008 |
| Vanguard Dev Mkt Index | AT COST | $5,181,089 | $6,180,302 |
| Vanguard Index | AT COST | $2,233,362 | $7,433,041 |
| Vanguard Specialized | AT COST | $1,101,244 | $3,448,740 |
| Vanguard FTSE Europe ETF | AT COST | $350,337 | $383,664 |
| Vanguard ST Treasury Index | AT COST | $1,109,359 | $1,121,867 |
| VIA VII-VC | AT COST | $302,276 | $812,200 |
| W Capital Partners III | AT COST | $125,566 | $196,430 |
| W Capital Partners | AT COST | $0 | $792 |
| Tiger Pacific Offshore Fund | AT COST | $1,000,000 | $939,907 |
| Contrarian Distressed IV | AT COST | $496,260 | $414,704 |
| GT Distressed III | AT COST | $160,000 | $216,942 |
| Narrow River Capital | AT COST | $1,000,000 | $981,835 |
| Invesco FTSE RAFI US 1000 ETF | AT COST | $998,477 | $1,179,579 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest and Dividends receivable | $145 | $9 | $9 |
| Receivable - Centerbridge Partners R/E Associates | $0 | $361,863 | $361,863 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Stock Donations - Difference between tax and cost basis | Desc |
| Amt | $440,389 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $6 | $0 | $6 |
| Dues & Subscriptions | $9 | $0 | $9 |
| Equipment Expense | $138 | $0 | $138 |
| Equipment Maintenance | $126 | $0 | $126 |
| Investment Expense- Compliance Fee | $185 | $185 | $0 |
| IT expenses | $15,428 | $0 | $15,428 |
| Postage | $379 | $0 | $379 |
| Software Expenses | $1,456 | $0 | $1,456 |
| Supplies | $75 | $0 | $75 |
| Telephone | $173 | $0 | $173 |
| Website | $430 | $0 | $430 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Axiom Asia II | -$9,717 | -$9,717 | -$9,717 |
| Axiom Asia IV | -$10,837 | -$10,566 | -$10,837 |
| Book to Tax Adjustment | -$30,496 | -$30,496 | |
| Centerbridge R/E Associates | -$3,810 | -$3,810 | -$3,810 |
| Contrarian Distressed IV | -$25,074 | -$24,147 | -$25,074 |
| CPREF AIV I | -$862 | -$1,254 | -$862 |
| CPREF AIV II | -$2,957 | -$2,957 | -$2,957 |
| CPREF AIV III | -$1,169 | -$1,169 | -$1,169 |
| CPREF AIV IV-A | -$2,749 | -$792 | -$2,749 |
| CPREF AIV V | -$3,094 | -$3,094 | -$3,094 |
| CPREF Cayman LP | $5,635 | $5,635 | $5,635 |
| Global Alpha Small Cap | -$10,247 | -$10,247 | -$10,247 |
| Harrison Street V | -$5,918 | -$5,918 | -$5,918 |
| Madison Int'l RE Fd VI | $12,319 | $12,319 | $12,319 |
| Mesirow Financial Private | $10,791 | $95 | $10,791 |
| Ocean Avenue Fund III | $40,187 | -$16,456 | $40,187 |
| Ocean Avenue Fund IV | -$7,273 | -$7,273 | -$7,273 |
| PEP V | -$10,847 | -$10,906 | -$10,847 |
| Perennial Real Estate Fd | -$10,313 | -$9,245 | -$10,313 |
| Prime Finance IV | -$258 | -$258 | -$258 |
| Renaissance Insitutional Equities | -$2,636 | -$2,636 | -$2,636 |
| Taconic CRE Dislocation | -$14,855 | -$14,855 | -$14,855 |
| VIA VII-VA, LP | $26,315 | $26,315 | $26,315 |
| W Capital Partners | -$5,890 | -$5,899 | -$5,890 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants Payable | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Greycourt/Other Inv Fees | CategoryTxt |
| Amt | $75,238 | Amt |
| Net Investment Income | $75,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $41,638 | $41,638 | $0 |
| Excise Taxes | $40,000 | $0 | $0 |
| State Tax W/h | $2,156 | $2,156 | $0 |
Comments