STEPHEN AND RENEE BISCIOTTI FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND RENEE BISCIOTTI FOUNDATION INC (EIN 52-2352678)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349101827
- Schema version
- 2020v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:43:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522352678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEPHEN & RENEE BISCIOTTI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6672602246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MT BANK STADIUM 1101 RUSSELL STRE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J BISCIOTTI | PersonNm |
| Person Title | EXECUTIVE | PersonTitleTxt |
| Phone | 6672602246 | PhoneNum |
| Signature | 2021-11-12 | 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 | BISCIOTTI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $229,911,583 | 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 | $49,960,328 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,527 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $228,698 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,882,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,750,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,894,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,170,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,633,237 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,703 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,799,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,614,304 | 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 | $62,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $62,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $158,849 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $151,179 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,670 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,310 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,927,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,253,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $13,090 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $76,531 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88,579 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $122,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,492 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $112,262 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,361,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,585,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $126,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,152,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,152,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,513,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,585,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,278,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,286,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,028,950 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,900,893 | CashBOYAmt |
| Cash EOY | $10,825,066 | CashEOYAmt |
| Cash EOYFMV | $10,825,066 | CashEOYFMVAmt |
| Corporate Stock BOY | $130,134,296 | CorporateStockBOYAmt |
| Corporate Stock EOY | $188,874,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $188,874,004 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,561,336 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,294,526 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,294,526 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,246,081 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,917,987 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,917,987 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $168,842,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,911,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $229,911,583 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $3,500 | 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 | $168,839,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $229,911,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $168,839,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $229,911,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $168,842,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $229,911,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $168,839,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,286,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,785,894 | OtherIncreasesAmt |
| Subtotal | $229,911,583 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $229,911,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | $5,000,000 | $5,000,000 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES - LONG TERM | $11,039,506 | $8,537,305 | $2,502,201 | $2,502,201 | |
| K-1 LINE 8 NET SHORT-TERM CAPITAL GAIN | $131,036 | $131,036 | $131,036 | P | |
| PUBLICLY TRADED SECURITIES | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,633,237 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,002 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,002 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $310 | EsPenaltyAmt |
| Overpayment | $48,688 | OverpaymentAmt |
| Applied To ES Tax | $48,688 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RENEE F BISCIOTTI CO POINT FIELD | IndividualWithBooksNm |
| Phone | 6672602246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 RUSSELL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RENEE F BISCIOTTI | ||||||||
| 1101 RUSSELL STREET | BALTIMORE | MD | 21230 | PRESIDENT, TREASURER & SECRETARY | 0.01 | $0 | $0 | $0 |
| STEPHEN J BISCIOTTI | ||||||||
| 1101 RUSSELL STREET | BALTIMORE | MD | 21230 | DIRECTOR | 0.01 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY ENGLISH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 RUSSELL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | VENTURE PARTNER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,500 | CompensationAmt |
| Employee Benefits | $1,250 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| POINT FIELD PARTNERS HOLDING COMPANY LLC | |||||
| 1101 RUSSELL STREET | BALTIMORE | MD | 21230 | INVESTMENT CONSULTING | $527,623 |
| MARQUETTEASSOCIATES | |||||
| 1312 BELLONA AVE STE 300 | LUTHERVILLE | MD | 21093 | INVESTMENT CONSULTING | $119,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTION OF 315 MEALS TO THE JUPITER ISLAND PUBLIC SAFETY DEPARTMENT IN ORDER TO SUPPORT THE DEPARTMENT'S FIRST RESPONDERS AND TO SHOW APPRECIATION AND THANKS. | Description1Txt |
| Expenses1 | $6,300 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A LOAN AWARDED TO AIGNE, LLC TO BE USED TO MANUFACTURE MEDICAL FACE MASKS FOR USE IN FIGHTING THE NOVEL CORONAVIRUS (COVID-19) OUTBREAK. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Total | $100,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $139,653,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,282,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,231,306 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,167,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,167,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,402,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,765,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,888,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,888,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,002 | TotalTaxAmt |
| Distributable Before Adj | $7,832,256 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $50,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,882,256 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,882,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,278,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $100,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,378,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,378,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,882,256 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,096,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,887,684 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,722,132 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,618,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,324,996 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,378,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,882,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,496,176 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,821,172 | 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 | $2,096,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,724,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,887,684 | ExcessFromYear4Amt |
| Excess From Year3 | $2,722,132 | ExcessFromYear3Amt |
| Excess From Year1 | $2,618,321 | ExcessFromYear1Amt |
| Excess From Current Year | $5,496,176 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RENEE F BISCIOTTI | ContributingManagerNm |
| Contributing Manager | STEPHEN J BISCIOTTI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1012 SPORTS INC | |||||||
| 33 S CALHOUN STREET | BALTIMORE | MD | 21223 | PC | SOCIAL JUSTICE | $25,000 | |
| 100 BLACK MEN OF MARYLAND INC | |||||||
| 4413 LIBERTY HEIGHTS AVE | GWYNN OAK | MD | 21207 | PC | SOCIAL JUSTICE | $25,000 | |
| ABACO RESCUE FUND | |||||||
| 2 SAN DIEGO ROAD | PONTE VEDRA BEACH | FL | 32082 | PC | HURRICANE DORIAN RELIEF | $20,000 | |
| ALL IN CHALLENGE FOUNDATION | |||||||
| 8100 NATIONAS WAY | JACKSONVILLE | FL | 32256 | PC | COVID 19 RELIEF | $500,000 | |
| ALL IN CHALLENGE FOUNDATION | |||||||
| 8100 NATIONAS WAY | JACKSONVILLE | FL | 32256 | PC | COVID 19 RELIEF | $100,000 | |
| AMERICAN COMMUNITIES TRUST INC | |||||||
| PO BOX 50160 | BALTIMORE | MD | 21211 | PC | SOCIAL JUSTICE | $38,500 | |
| AMERICAN LEGION POST #175 | |||||||
| 832 MANHATTAN BEACH ROAD | SEVERNA PARK | MD | 21146 | NC | GOLD STAR MEMORIAL | $15,000 | |
| ANNAPOLIS & ANNE ARUNDEL COUNTY SCHOLARSHIP TRUST CORPORATION | |||||||
| 1783 FOREST DRIVE 341 | ANNAPOLIS | MD | 21401 | PC | SCHOLARSHIPS FOR AA CO RESIDENTS | $10,000 | |
| ASSOCIATED CATHOLIC CHARITIES INC | |||||||
| 2300B DULANEY VALLEY RD | TIMONIUM | MD | 21093 | PC | LEADERSHIP BREAKFAST | $250,000 | |
| ASSOCIATED CATHOLIC CHARITIES INC | |||||||
| 2300B DULANEY VALLEY RD | TIMONIUM | MD | 21093 | PC | HEAD START | $250,000 | |
| ASSOCIATED CATHOLIC CHARITIES INC | |||||||
| 2300B DULANEY VALLEY RD | TIMONIUM | MD | 21093 | PC | COVID 19 RECOVERY AND SOCIAL JUSTICE DEVELOPMENT PROGRAMS IN BALTIMORE CITY AND NINE MARYLAND COUNTIES | $4,500,000 | |
| B360 | |||||||
| C/O FUSION PARTNERSHIPS INC 1601 | BALTIMORE | MD | 21202 | PC | SOCIAL JUSTICE | $25,000 | GUILFORD AVE 2 SOUTH |
| BALTIMORE ACTION LEGAL TEAM | |||||||
| C/O FUSION PARTNERSHIPS INC 1601 | BALTIMORE | MD | 21202 | PC | SOCIAL JUSTICE | $25,000 | GUILFORD AVE 2 SOUTH |
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND SCHOOL INC | |||||||
| 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | PC | SOCIAL JUSTICE | $25,000 | |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 11 E MT ROYAL AVE 2ND FLOOR | BALTIMORE | MD | 21202 | PC | COVID 19 RELIEF | $175,000 | |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 11 E MT ROYAL AVE 2ND FLOOR | BALTIMORE | MD | 21202 | PC | CIVIC LEADERSHIP FUND | $40,000 | |
| BLACK WOMEN BUILD - BALTIMORE INC | |||||||
| PO BOX 16564 | BALTIMORE | MD | 21217 | PC | SOCIAL JUSTICE | $25,000 | |
| BOYS AND GIRLS CLUB OF ANNAPOLIS AND ANNE ARUNDEL COUNTY | |||||||
| 121 S VILLA AVE | ANNAPOLIS | MD | 21401 | PC | AFTER SCHOOL PROGRAMS | $75,000 | |
| BOYS AND GIRLS CLUB OF ANNAPOLIS AND ANNE ARUNDEL COUNTY | |||||||
| 121 S VILLA AVE | ANNAPOLIS | MD | 21401 | PC | YOUTH OF THE YEAR CAMPAIGN | $60,000 | |
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | |||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33455 | PC | GENERAL/UNRESTRICTED | $1,000,000 | |
| BTST CARES INC | |||||||
| 1900 N HOWARD STREET SUITE 300 | BALTIMORE | MD | 21218 | PC | SOCIAL JUSTICE | $25,000 | |
| CAL RIPKEN SR FOUNDATION INC | |||||||
| PO BOX 825452 | PHILADELPHIA | PA | 19182 | PC | 100TH PARK CAMPAIGN | $50,000 | |
| CASEY CARES FOUNDATION | |||||||
| 7100 COLUMBIA GATEWAY DRIVE 155 | COLUMBIA | MD | 21046 | PC | BENEFITS CRITICALLY OR TERMINALLY ILL CHILDREN. | $25,000 | |
| CASEY CARES FOUNDATION | |||||||
| 7100 COLUMBIA GATEWAY DRIVE 155 | COLUMBIA | MD | 21046 | PC | COVID 19 RELIEF | $25,000 | |
| CENTER FOR URBAN FAMILIES INC | |||||||
| 2201 N MONROE STREET | BALTIMORE | MD | 21217 | PC | SOCIAL JUSTICE | $25,000 | |
| CHALLENGE 2 CHANGE | |||||||
| C/O FUSION PARTNERSHIPS INC 1601 | BALTIMORE | MD | 21202 | PC | SOCIAL JUSTICE | $25,000 | GUILFORD AVE 2 SOUTH |
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA | |||||||
| PO BOX 2942 1422 KANAWHA BLVD EAST | CHARLESTON | WV | 25330 | PC | GENERAL/UNRESTRICTED | $5,000 | |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | |||||||
| 1000 ST PAUL ST | BALTIMORE | MD | 21202 | PC | SCHOLARSHIPS - K THROUGH 8. | $40,000 | |
| COMMUNITY LAW IN ACTION | |||||||
| 520 W FAYETTE STREET SUITE 140 | BALTIMORE | MD | 21201 | PC | SOCIAL JUSTICE | $25,000 | |
| COPPIN STATE UNIVERSITY DEVELOPMENT FOUNDATION INC | |||||||
| 2500 W NORTH AVE | BALTIMORE | MD | 21216 | NC | MEN'S BASKETBALL PROGRAM | $100,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21230 | NC | GENERAL/UNRESTRICTED | $50,000 | |
| DENT EDUCATION INC | |||||||
| 10 E NORTH AVE SUITE 5 | BALTIMORE | MD | 21202 | PC | SOCIAL JUSTICE | $25,000 | |
| FAMILY LEAGUE OF BALTIMORE CITY INC | |||||||
| 2305 N CHARLES ST SUITE 200 | BALTIMORE | MD | 21218 | PC | SOCIAL JUSTICE | $25,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NC | SOCIAL JUSTICE | $25,000 | |
| FIRST FRUITS FARM INC | |||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | PC | COVID 19 RELIEF | $25,000 | |
| FIRST FRUITS FARM INC | |||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | PC | ENDOWMENT | $500,000 | |
| FRANCISCAN CENTER | |||||||
| 101 W 23RD STREET | BALTIMORE | MD | 21218 | PC | COVID 19 RELIEF | $10,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES ST SUITE 400 | BALTIMORE | MD | 21201 | PC | COVID 19 RELIEF | $175,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES ST SUITE 400 | BALTIMORE | MD | 21201 | PC | SOCIAL JUSTICE | $25,000 | |
| GIDEON'S PROMISE INC | |||||||
| 101 MARIETTA STREET NW SUITE 250 | ATLANTA | GA | 30303 | PC | SOCIAL JUSTICE | $25,000 | |
| GILCHRIST HOSPICE CARE INC | |||||||
| 11311 MCCORMICK ROAD SUITE 350 | HUNT VALLEY | MD | 21031 | PC | HOSPICE FUNDRAISER | $10,000 | |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | PC | GENERAL/UNRESTRICTED | $10,000 | |
| GREEN STREET ACADEMY INC | |||||||
| 125 N HILTON ST | BALTIMORE | MD | 21229 | PC | INNOVATION CENTER | $200,000 | |
| HABITAT FOR HUMANITY OF THE CHESAPEAKE | |||||||
| 3741 COMMERCE DRIVE SUITE 309 | BALTIMORE | MD | 21209 | PC | HABICORPS PROGRAM | $200,000 | |
| HILTON VILLAGE BAPTIST CHURCH | |||||||
| 68 HIGH CIR DR | OAK HILL | WV | 25901 | NC | GENERAL/UNRESTRICTED | $5,000 | |
| HOSPICE OF THE CHESAPEAKE | |||||||
| 90 RITCHIE HWY | PASADENA | MD | 21122 | PC | GENERAL/UNRESTRICTED | $5,000 | |
| HOUSE OF RUTH MARYLAND INC | |||||||
| 2201 ARGONNE DR | BALTIMORE | MD | 21218 | PC | GENERAL/UNRESTRICTED | $25,000 | |
| HOWARD HOSPITAL FOUNDATION | |||||||
| 5755 CEDAR LANE | COLUMBIA | MD | 21044 | NC | HEROES IN HEALTH CARE FUNDRAISER | $3,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD N4327-B | BALTIMORE | MD | 21211 | NC | BISCIOTTI FOUNDATION TRANSLATIONAL FUND | $549,900 | |
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | COVID 19 RELIEF | $50,000 | |
| JUPITER MEDICAL CENTER FOUNDATION INC | |||||||
| 1211 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | ANDERSON FAMILY CANCER INSTITUTE | $200,000 | |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | PC | HATS AND HORSES FUNDRAISER | $50,000 | |
| LIVING CLASSROOMS FOUNDATION INC | |||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NC | COVID 19 RELIEF | $25,000 | |
| LIVING CLASSROOMS FOUNDATION INC | |||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NC | GENERAL/UNRESTRICTED | $200,000 | |
| LOYOLA UNIVERSITY MARYLAND INC | |||||||
| 4501 N CHARLES ST | BALTIMORE | MD | 21210 | PC | SCHOOL OF EDUCATION - DEAN'S DISCRETIONARY FUND | $20,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | PC | COVID 19 RELIEF | $175,000 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | PC | COVID 19 RELIEF | $1,000,000 | |
| MARYLAND SPCA INC | |||||||
| 3300 FALLS RD | BALTIMORE | MD | 21211 | PC | COVID 19 RELIEF | $50,000 | |
| MENTOR A NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH ST | BOSTON | MA | 02111 | PC | SPLIT BETWEEN MARYLAND MENTOR AND NATIONAL MENTOR; GENERAL | $150,000 | |
| MENTORING MENTORS INC | |||||||
| PO BOX 67021 | BALTIMORE | MD | 21215 | PC | SOCIAL JUSTICE | $25,000 | |
| MOTHER SETON ACADEMY | |||||||
| 2215 GREENMOUNT AVE | BALTIMORE | MD | 21218 | PC | SCHOLARSHIPS | $50,000 | |
| NEXT ONE UP FOUNDATION INC | |||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | PC | SOCIAL JUSTICE | $25,000 | |
| NO BOUNDRIES COALITION INC | |||||||
| 1808 PENNSYLVANIA AVE | BALTIMORE | MD | 21217 | PC | SOCIAL JUSTICE | $25,000 | |
| OUT FOR JUSTICE INC | |||||||
| 1400 EAST FEDERAL | BALTIMORE | MD | 21213 | PC | SOCIAL JUSTICE | $25,000 | |
| PEACEPLAYERS INTERNATIONAL | |||||||
| 1200 NEW HAMPSHIRE AVE NW SUITE 875 | WASHINGTON | DC | 20036 | PC | SOCIAL JUSTICE | $25,000 | |
| PHILANTHROPY TANK INC | |||||||
| 120 S OLIVE AVE SUITE 300 | WEST PALM BEACH | FL | 33401 | PC | SUPPORT ONGOING OPERATIONS | $25,000 | |
| ROMAN CATHOLIC ARCHBISHOP OF BALTIMORE CORPORATION SOLE | |||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | MOTHER MARY LANGE SCHOOL - ARCHDIOCESE OF BALTIMORE | $250,000 | |
| SAFE ALTERNATIVE FOUNDATION FOR EDUCATION INC | |||||||
| 1214 W LEXINGTON ST | BALTIMORE | MD | 21223 | PC | SOCIAL JUSTICE | $25,000 | |
| SEVERN RIVER LIONS CLUB | |||||||
| PO BOX 118 | SEVERNA PARK | MD | 21146 | NC | FRUIT CONTRIBUTION TO SPAN, A 501(C)(3) | $1,670 | |
| SEVERN RIVER LIONS CLUB | |||||||
| PO BOX 118 | SEVERNA PARK | MD | 21146 | NC | FRUIT CONTRIBUTION TO SPAN, A 501(C)(3) | $580 | |
| SPAN INC | |||||||
| 400 BENFIELD RD | SEVERNA PARK | MD | 21146 | PC | GENERAL/UNRESTRICTED | $5,000 | |
| SPCA OF ANNE ARUNDEL COUNTY | |||||||
| 1815 BAY RIDGE AVE | ANNAPOLIS | MD | 21403 | PC | GENERAL/UNRESTRICTED | $2,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 4600 FAIRFAX DR 900 | ARLINGTON | VA | 22203 | NC | RUN RICH RUN FUNDRAISER | $100,000 | |
| ST FRANCIS NEIGHBORHOOD CENTER CORP | |||||||
| 2405 LINDEN AVE | BALTIMORE | MD | 21217 | PC | SOCIAL JUSTICE | $25,000 | |
| TEACH FOR AMERICA | |||||||
| 2601 N HOWARD ST 300 | BALTIMORE | MD | 21218 | PC | BALTIMORE FUTURE FUND | $250,000 | |
| THE EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | GENERAL/UNRESTRICTED | $5,000 | |
| THE SEED SCHOOL OF MARYLAND INC | |||||||
| 200 FONT HILL AVENEUE | BALTIMORE | MD | 21223 | PC | ANNUAL SENIOR DINNER FUNDRAISER | $100,000 | |
| THE ST PAUL'S SCHOOLS | |||||||
| 11152 FALLS ROAD | BROOKLANDVILLE | MD | 21022 | PC | SOCIAL JUSTICE | $25,000 | |
| THE SUMMIT SCHOOL | |||||||
| 664 CENTRAL AVE E 3429 | EDGEWATER | MD | 21037 | PC | THE CAMPAIGN FOR SUMMIT | $200,000 | |
| THE SUMMIT SCHOOL | |||||||
| 664 CENTRAL AVE E 3429 | EDGEWATER | MD | 21037 | PC | SCHOLARSHIPS | $25,000 | |
| THE URBAN ALLIANCE FOUNDATION INC | |||||||
| 2030 Q STREET NW | WASHINGTON | DC | 20009 | PC | SOCIAL JUSTICE | $25,000 | |
| THE Y IN CENTRAL MARYLAND | |||||||
| 303 WEST CHESAPEAKE AVE | BALTIMORE | MD | 21204 | PC | SOCIAL JUSTICE | $25,000 | |
| THREAD INC | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | PC | SOCIAL JUSTICE | $25,000 | |
| UNITED WAY OF CENTRAL MARYLAND INC | |||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | PC | COVID 19 RELIEF | $175,000 | |
| VEHICLES FOR CHANGE INC | |||||||
| 4111 WASHINGTON BLVD | HALETHORPE | MD | 21227 | PC | SOCIAL JUSTICE | $25,000 | |
| YOUTH LEADERSHIP FOUNDATION | |||||||
| 1015 15TH ST NW | WASHINGTON | DC | 20005 | PC | GENERAL/UNRESTRICTED | $5,000 | |
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | |||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33455 | PC | GENERAL/UNRESTRICTED | $316,040 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,152,190 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATED CATHOLIC CHARITIES INC | ||||||
| 2300B DULANEY VALLEY RD | TIMONIUM | MD | 21093 | PC | HEAD START | $500,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | ||||||
| 11 E MT ROYAL AVE 2ND FLOOR | BALTIMORE | MD | 21202 | PC | CIVIC LEADERSHIP FUND | $160,000 |
| BOYS AND GIRLS CLUB OF MARTIN COUNTY | ||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33455 | PC | GENERAL/UNRESTRICTED | $3,000,000 |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21230 | NC | GENERAL/UNRESTRICTED | $150,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | PC | GENERAL/UNRESTRICTED | $20,000 |
| HABITAT FOR HUMANITY OF THE CHESAPEAKE | ||||||
| 3741 COMMERCE DRIVE SUITE 309 | BALTIMORE | MD | 21209 | PC | HABICORPS PROGRAM | $800,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3910 KESWICK ROAD N4327-B | BALTIMORE | MD | 21211 | NC | BISCIOTTI FOUNDATION TRANSLATIONAL FUND | $1,099,800 |
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | ANDERSON FAMILY CANCER INSTITUTE | $200,000 |
| LIVING CLASSROOMS FOUNDATION INC | ||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NC | GENERAL/UNRESTRICTED | $400,000 |
| LOYOLA UNIVERSITY MARYLAND | ||||||
| 4501 N CHARLES ST | BALTIMORE | MD | 21210 | PC | SCHOOL OF EDUCATION - DEAN'S DISCRETIONARY FUND | $80,000 |
| MENTOR A NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH ST | BOSTON | MA | 02111 | PC | SPLIT BETWEEN MARYLAND MENTOR AND NATIONAL MENTOR; GENERAL | $750,000 |
| ROMAN CATHOLIC ARCHBISHOP OF BALTIMORE CORPORATION SOLE | ||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | MOTHER MARY LANGE SCHOOL - ARCHDIOCESE OF BALTIMORE | $250,000 |
| TEACH FOR AMERICA | ||||||
| 2601 N HOWARD ST 300 | BALTIMORE | MD | 21218 | PC | BALTIMORE FUTURE FUND | $250,000 |
| THE SUMMIT SCHOOL | ||||||
| 664 CENTRAL AVE E 3429 | EDGEWATER | MD | 21037 | PC | THE CAMPAIGN FOR SUMMIT | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,059,800 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,527 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,882,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,894,588 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED PROGRAM-RELATED INVESTMENT | Desc |
| Related Or Exempt Function Incm | $50,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,789,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,839,627 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURN OF PROGRAM RELATED INVESTMENT | RelationshipStatementTxt |
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 | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(2) | LineNumberTxt |
| Involved | $2,250 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEVERN RIVER LIONS CLUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | PURCHASE OF FRUIT THAT LATER WAS GRANTED TO SPAN, INC. TO SUPPORT ITS CHARITABLE PROGRAM OF PROVIDING FOOD TO THE HUNGRY | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEPHEN AND RENEE BISCIOTTI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 RUSSELL ST | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,960,328 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 283,511 SHARES OF VEU AND 173,687 SHARES OF VTI | NoncashPropertyDesc |
| Fair Market Value | $49,960,328 | FairMarketValueAmt |
| Received | 2020-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $12,620 | Amt |
| Net Investment Income | $6,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,310 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NT #2526: 1,499,036.39 SHS - MFO VANGUARD BD INDEX FDS SHORT-TERM BD INDEX | BondNm |
| EOY Book Value | $16,294,526 | EOYBookValueAmt |
| EOYFMV | $16,294,526 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NT #2526: 637,901 SHS - MFC VANGUARD INDEX FDS TOTAL STOCK MARKET ETF | $124,161,051 | $124,161,051 |
| NT #2526: 1,108,858 SHS - MFC VANGUARD INTL EQUITY INDEX FDS | $64,712,953 | $64,712,953 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BALTIMORE VENTURE PARTNERS | FMV | $1,626,503 | $1,626,503 |
| BLUE DELTA CAPITAL FUND II LP | FMV | $272,076 | $272,076 |
| CONSCIOUS VENTURE FUND I LP | FMV | $497,444 | $497,444 |
| GREENSPRING OPPORTUNITIES VI LP | FMV | $1,824,624 | $1,824,624 |
| HATTERAS VENTURE PARTNERS VI LP | FMV | $4,765,993 | $4,765,993 |
| NEXTGEN VENTURES FUND II LP | FMV | $396,388 | $396,388 |
| PARKWAY CAPITAL II LP | FMV | $928,017 | $928,017 |
| PROPEL BALTIMORE FUND II LP | FMV | $1,151,389 | $1,151,389 |
| RESOLVE GROWTH PARTNERS FUND I LP | FMV | $1,542,109 | $1,542,109 |
| RISE OF THE REST SEED FUND II LP | FMV | $202,541 | $202,541 |
| SQUADRA VENTURES LP | FMV | $616,795 | $616,795 |
| THE LEGALTECH FUND I, LP | FMV | $94,108 | $94,108 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $158,849 | LegalFeesAmt |
| Net Investment Income | $151,179 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,670 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES AND FEES | $4,796 | $185 | $4,611 |
| DUES AND SUBSCRIPTIONS | $1,074 | $1,074 | $0 |
| EDUCATION/TRAINING | $90 | $90 | $0 |
| PAYROLL EXPENSES | $6,435 | $6,435 | $0 |
| UTILITY EXPENSES | $108 | $108 | $0 |
| POSTAGE AND SHIPPING | $932 | $22 | $910 |
| OFFICE SUPPLIES/SOFTWARE | $3,019 | $2,578 | $441 |
| PROGRAM EXPENSES - MEALS DISTRIBUTION (BOYS AND GIRLS CLUBS OF MARTIN COUNTY | $0 | $0 | $0 |
| PROGRAM EXPENSES - MEALS DISTRIBUTION (JIPD) | $6,300 | $0 | $6,300 |
| PROGRAM EXPENSES - EXPENDITURE RESPONSIBILITY LOAN | $100,000 | $0 | $100,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 LINE 4 GUARANTEED PAYMENTS | $0 | $1,827 | $0 |
| K-1 LINE 10 1231 GAIN/LOSS | $0 | -$124 | $0 |
| REFUNDED PROGRAM-RELATED INVESTMENT | $50,000 | $50,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $20,785,894 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES | $646,755 | $646,755 | $0 |
| INVESTMENT MANAGEMENT FEES FROM FORM 1099 | $0 | $42,600 | $0 |
| PARTNERSHIP PASSTHROUGH - PORTFOLIO DEDUCTIONS | $1,243,348 | $563,849 | $0 |
| NT CUSTODY FEES | $37,825 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $76,531 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $88,579 | $0 |
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