DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202123189349100757
- 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 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 | 2021-11-14T21:52:30-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 No 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne A Patterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477114 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anne | PersonFirstNm |
| Person Last | Patterson | 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 | 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 | $51,942,349 | 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 | $450,485 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $779 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $779 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $696,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $696,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,365,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,275 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,040,948 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$430,194 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$808,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $352,067 | 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 | $103,624 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $103,624 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,595 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,595 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,817 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,817 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,524 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,321 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,321 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $123 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $123 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,898 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $312,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,447,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,447,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,759,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,638,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,567,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,541 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $1,501,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,501,813 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $41,023,248 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,581,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,440,391 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,009 | OtherAssetsBOYAmt |
| Other Assets EOY | $145 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $145 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,045,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,083,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,942,349 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $160,013 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $160,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,577,066 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,577,066 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,308,178 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,491,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,885,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,068,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,045,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,083,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,885,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,567,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,317,855 | SubtotalAmt |
| Other Decreases | $249,646 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,068,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BP PLC | 2020-01-10 | 2020-01-21 | $251,296 | $840 | $250,456 | $250,456 | |
| Vanguard ST Treasury | 2019-10-31 | 2020-01-08 | $300,000 | $294,531 | $5,469 | $5,469 | |
| DFA International Sm Company Portfolio | 2018-09-27 | 2020-03-16 | $698,041 | $1,100,584 | -$402,543 | -$402,543 | |
| MetWest Low Duration Bond Fund | 2019-10-31 | 2020-12-31 | $1,106,269 | $1,081,992 | $24,277 | $24,277 | |
| Pimco Commodity RR Strat | 2019-03-15 | 2020-05-26 | $659,943 | $979,573 | -$319,630 | -$319,630 | |
| Pimco RAE Fundamental Emerging | 2018-06-11 | 2020-09-16 | $737,102 | $969,398 | -$232,296 | -$232,296 | |
| Tweedy Browne Global Val II | 2018-04-05 | 2020-04-01 | $1,878,243 | $1,925,047 | -$46,804 | -$46,804 | |
| Vanguard Index Fund | 2012-12-20 | 2020-01-08 | $349,756 | $153,473 | $196,283 | $196,283 | |
| Vanguard Specialized Funds | 2011-12-09 | 2020-01-08 | $349,905 | $153,012 | $196,893 | $196,893 | |
| Axiom Asia II | 2020-01-01 | 2020-12-31 | $155 | -$155 | -$155 | P | |
| Axiom Asia II | 2019-01-01 | 2020-12-31 | $159,953 | $159,953 | $159,953 | P | |
| Axiom Asia IV | 2020-01-01 | 2020-12-31 | $308 | $308 | $308 | P | |
| Axiom Asia IV | 2019-01-01 | 2020-12-31 | $5,396 | $5,396 | $5,396 | P | |
| Centerbridge | 2020-01-01 | 2020-12-31 | $14,648 | $14,648 | $14,648 | P | |
| Centerbridge | 2019-01-01 | 2020-12-31 | $8,795 | -$8,795 | -$8,795 | P | |
| CPREF AIV III | 2019-01-01 | 2020-12-31 | $17,236 | $17,236 | $17,236 | P | |
| CPREF Cayman | 2020-01-01 | 2020-12-31 | $19,832 | $19,832 | $19,832 | P | |
| Contrarian Distressed IV | 2020-01-01 | 2020-12-31 | $1,060 | -$1,060 | -$1,060 | P | |
| Contrarian Distressed IV | 2019-01-01 | 2020-12-31 | $3,079 | $3,079 | $3,079 | P | |
| Fir Tree III AIV | 2019-01-01 | 2020-12-31 | $4,319 | $4,319 | $4,319 | P | |
| Global Alpha Intl Small Cap | 2020-01-01 | 2020-12-31 | $8,539 | $8,539 | $8,539 | P | |
| Global Alpha Intl Small Cap | 2019-01-01 | 2020-12-31 | $12,595 | $12,595 | $12,595 | P | |
| Harrison Street V | 2019-01-01 | 2020-12-31 | $3,586 | $3,586 | $3,586 | P | |
| Madison Intl VI | 2019-01-01 | 2020-12-31 | $21,740 | $21,740 | $21,740 | P | |
| Malachite Capital | 2020-01-01 | 2020-12-31 | $48,599 | -$48,599 | -$48,599 | P | |
| Malachite Capital | 2019-01-01 | 2020-12-31 | $122,098 | -$122,098 | -$122,098 | P | |
| Mesirow IV | 2020-01-01 | 2020-12-31 | $1,481 | $1,481 | $1,481 | P | |
| Mesirow IV | 2019-01-01 | 2020-12-31 | $124,780 | $124,780 | $124,780 | P | |
| Ocean Avenue III | 2020-01-01 | 2020-12-31 | $234 | -$234 | -$234 | P | |
| Ocean Avenue III | 2019-01-01 | 2020-12-31 | $52,287 | $52,287 | $52,287 | P | |
| Ocean Avenue IV | 2019-01-01 | 2020-12-31 | $24,790 | $24,790 | $24,790 | P | |
| Perennial Real Estate Fund | 2019-01-01 | 2020-12-31 | $1,428 | $1,428 | $1,428 | P | |
| Private Equity Investment Fund V | 2020-01-01 | 2020-12-31 | $5 | -$5 | -$5 | P | |
| Private Equity Investment Fund V | 2019-01-01 | 2020-12-31 | $20,250 | $20,250 | $20,250 | P | |
| Renaissance | 2020-01-01 | 2020-12-31 | $393,548 | -$393,548 | -$393,548 | P | |
| Renaissance | 2019-01-01 | 2020-12-31 | $156,482 | $156,482 | $156,482 | P | |
| VIA VII | 2020-01-01 | 2020-12-31 | $480 | -$480 | -$480 | P | |
| VIA VII | 2019-01-01 | 2020-12-31 | $41,691 | $41,691 | $41,691 | P | |
| W Capital III | 2020-01-01 | 2020-12-31 | $1,102 | -$1,102 | -$1,102 | P | |
| W Capital III | 2019-01-01 | 2020-12-31 | $20,791 | -$20,791 | -$20,791 | P | |
| Fir Tree III Distribution in Excess of Basis | 2019-01-01 | 2020-12-31 | $15,372 | $15,372 | $15,372 | P | |
| Lexington VII Dist in Excess of Basis | 2019-01-01 | 2020-12-31 | $47,495 | $47,495 | $47,495 | P | |
| Oaktree Dist in Excess of Basis | 2019-01-01 | 2020-12-31 | $759 | $759 | $759 | P | |
| RCP V Dist in Excess of Basis | 2019-01-01 | 2020-12-31 | $61,457 | $61,457 | $61,457 | P | |
| RCP VI Dist in Excess of Basis | 2019-01-01 | 2020-12-31 | $57,998 | $57,998 | $57,998 | P | |
| State of Israel 10th Jubilee 2Y | 2018-04-05 | 2020-04-01 | $25,000 | $25,000 | $0 | $0 | P |
| Capital Gains Dividends | $132,536 | $132,536 | $132,536 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,218 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,218 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,722 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,722 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,504 | OverpaymentAmt |
| Applied To ES Tax | $20,504 | 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 |
|---|---|---|---|---|---|
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $75,000 |
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment Managemt | $65,817 |
| 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 | $46,360,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,274,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,634,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,634,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $714,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,920,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,346,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,346,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,218 | TotalTaxAmt |
| Distributable Before Adj | $2,342,801 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,342,801 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,342,801 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,638,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,638,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,638,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,342,801 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $700,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $206,974 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $103,596 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,011,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,638,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,342,801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $295,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,307,357 | 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 | $700,927 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $606,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $206,974 | ExcessFromYear4Amt |
| Excess From Year1 | $103,596 | ExcessFromYear1Amt |
| Excess From Current Year | $295,860 | 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 (138 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 | $15,000 | |
| 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 | $20,000 | |
| American Friends of Shalva | ||||||||
| 315 Fifth Avenue 6th Floor | New York | NY | 10016 | N/A | 501(c)(3) | general support | $5,000 | |
| 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 |
| 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 | $18,000 | |
| The Arc of Baltimore | ||||||||
| 7215 York Road | Baltimore | MD | 212124499 | N/A | 501(c)(3) | general support | $7,500 | |
| Art with a Heart Inc | ||||||||
| Mill No 1 3000 Falls Road | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Camp in a Box program | $5,000 | |
| 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 | $60,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | emergency response support for CHANA for the re-location of people at risk during the pandemic | $5,000 | |
| 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 Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | N/A | 501(c)(3) | support for the COVID-19 emergency fund | $60,000 | |
| Asylee Women Enterprise | ||||||||
| 4500 Frankford Avenue | Baltimore | MD | 212065106 | N/A | 501(c)(3) | general support | $15,000 | |
| 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 | $12,500 | |
| Baltimore Child Abuse Center Inc | ||||||||
| 2300 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | emergency response support during the pandemic | $5,000 | |
| Baltimore Civic Fund | ||||||||
| One North Charles Street Suite 1600 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Rapid Rehousing Initiative of the Journey Home | $25,000 | |
| Baltimore Community Foundation Inc | ||||||||
| 11 East Mt Royal Avenue Second | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Baltimore County COVID-19 Emergency Response Fund | $15,000 | Floor |
| Baltimore Community Foundation Inc | ||||||||
| 11 East Mt Royal Avenue Second | Baltimore | MD | 21202 | N/A | 501(c)(3) | general 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) | general support through sponsorship of Spotlight 2020 | $14,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support to address the impact of the COVID-19 pandemic on the financial health of the synagogue | $50,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support through sponsorship of Spotlight 2021 | $16,000 | |
| Black Girl Film School | ||||||||
| 632 South Meridian Avenue | Alhambra | CA | 918031207 | N/A | 501(c)(3) | support for programs that increase the number of Black women in non-acting roles in the film industry | $5,000 | |
| Bowery Residents' Committee Inc | ||||||||
| 131West 25th Street 12th Floor | New York | NY | 10001 | N/A | 501(c)(3) | emergency response support | $10,000 | |
| 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 | $5,000 | |
| Chabad of Medford Inc | ||||||||
| 21 Chetwynd Road | Somerville | MA | 021441217 | N/A | 501(c)(3) | general support | $3,600 | |
| Chai Lifeline | ||||||||
| 151 West 30th Street Floor 3 | New York | NY | 100014007 | N/A | 501(c)(3) | support for the Mid-Atlantic regional office | $28,000 | |
| Chizuk Amuno Congregation | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the Community Partnership Programs Initiative | $10,000 | |
| Chizuk Amuno Congregation | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support to address the impact of the COVID-19 pandemic on the financial health of the synagogue | $50,000 | |
| Chizuk Amuno Congregation | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the scholarship endowment fund | $36,000 | |
| The Circus Barn Incorporated | ||||||||
| 1 Circus Road | Greensboro | VT | 05841 | N/A | 501(c)(3) | general support | $5,000 | |
| 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 Law Center Inc | ||||||||
| 3355 Keswick Road Suite 200 | Baltimore | MD | 212112601 | N/A | 501(c)(3) | general support | $5,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | N/A | 501(c)(3) | annual support | $2,500 | |
| Congregation Beth Elohim | ||||||||
| 274 Garfield Place | Brooklyn | NY | 112152304 | N/A | 501(c)(3) | support for the Emergency Stabilization Fund in response to the COVID-19 pandemic | $50,000 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | N/A | 501(c)(3) | support for the 2020-2021 annual fund | $25,000 | |
| Deertrees Theatre Limited | ||||||||
| PO Box 577 | Harrison | ME | 04040 | N/A | 501(c)(3) | general support | $2,500 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | N/A | 501(c)(3) | support for the STEM Summer Maker Camp | $12,500 | |
| EDGE Funders Alliance | ||||||||
| Box 559 60 29th Street | San Francisco | CA | 941104929 | N/A | 501(c)(3) | general support | $2,500 | |
| 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 child and teen literacy initiatives | $25,000 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | N/A | 501(c)(3) | support to purchase internet hotspots to lend to families in Baltimore City | $10,000 | |
| The Everyman Theatre Inc | ||||||||
| 315 West Fayette Street | Baltimore | MD | 212013405 | N/A | 501(c)(3) | general support in honor of the 30th anniversary | $30,000 | |
| 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 | $20,000 | |
| Fonkoze USA | ||||||||
| 1718 Connecticut Ave NW Suite 201 | Washington | DC | 200091148 | N/A | 501(c)(3) | general support | $5,000 | |
| 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) | general support | $5,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | N/A | 501(c)(3) | general support for CHARM | $12,500 | |
| 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) | emergency response support for the Station North Toolbank to coordinate the sewing and distribution of face masks | $2,500 | |
| Global Camps Africa | ||||||||
| 700 12th Street Suite 88 | Lynchburg | VA | 24504 | N/A | 501(c)(3) | general support | $2,500 | |
| Global Greengrants Fund | ||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 803015414 | N/A | 501(c)(3) | general support | $5,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | N/A | 501(c)(3) | support for the Goucher Prison Education Partnership | $5,000 | |
| GreenLight Fund | ||||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | N/A | 501(c)(3) | support for GreenLight Baltimore | $20,000 | |
| Halachic Organ Donor Society | ||||||||
| PO Box 693 | New York | NY | 101080693 | N/A | 501(c)(3) | general support | $7,500 | |
| Har Sinai - Oheb Shalom Congregation | ||||||||
| 7310 Park Heights Avenue | Baltimore | MD | 212085436 | N/A | 501(c)(3) | support to address the impact of the COVID-19 pandemic on the financial health of the synagogue | $100,000 | |
| Har Sinai - Oheb Shalom Congregation | ||||||||
| 7310 Park Heights Avenue | Baltimore | MD | 212085436 | N/A | 501(c)(3) | annual support | $20,000 | |
| 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 |
| Helping Up Mission | ||||||||
| 1029 East Baltimore Street | Baltimore | MD | 212024705 | N/A | 501(c)(3) | general support | $25,000 | |
| 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 | |
| House of Ruth Maryland Inc | ||||||||
| 2201 Argonne Drive | Baltimore | MD | 212181627 | N/A | 501(c)(3) | emergency response support | $35,000 | |
| 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) | support for the community outreach and education endowment and support for the "Imagining Justice in Baltimore" initiative | $80,000 | |
| 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 | |
| Itineris Foundation | ||||||||
| 2050-A Rockrose Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | capital support for the purchase and renovation of the current facility | $33,000 | |
| JBI International Inc | ||||||||
| 110 East 30th Street | New York | NY | 200267375 | N/A | 501(c)(3) | general support | $2,500 | |
| JEWELS Jewish Education Where Every Level Succeeds | ||||||||
| 31 Walker Avenue | Pikesville | MD | 21208 | 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 | |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | N/A | 501(c)(3) | general support | $15,000 | |
| Joshua M Rosen Foundation | ||||||||
| 10807 Falls Road PO Box 275 | Lutherville | MD | 21022 | N/A | 501(c)(3) | general support | $4,000 | |
| The Lambi Fund of Haiti | ||||||||
| 1050 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support | $5,000 | 500 |
| 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 | $10,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Long Term Care Assistance Project | $25,000 | |
| Let's Breakthrough Inc | ||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | general support | $15,000 | |
| Leveling the Playing Field Inc | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the distribution of sports kits to Baltimore City public school students | $5,000 | |
| 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 distribution of ConnectED Tech Kits | $10,000 | |
| 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) | general support through sponsorship of the Race for Our Kids | $2,500 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | N/A | 501(c)(3) | general support | $35,000 | |
| 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 | |
| Maryland Book Bank | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $20,000 | |
| Maryland Book Bank | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | emergency response support for the distribution of books during the pandemic | $2,500 | |
| 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) | emergency support in response to the COVID-19 pandemic | $5,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | N/A | 501(c)(3) | general support | $50,000 | |
| Maryland Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 212111504 | N/A | 501(c)(3) | general support for the Youth Empowered Society | $30,000 | |
| 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 | $10,000 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | N/A | 501(c)(3) | emergency response support | $60,000 | |
| 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) | support for the Summer Internship program | $12,500 | |
| 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) | emergency response support | $60,000 | |
| 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 | |
| MYLAW Maryland Youth & the Law | ||||||||
| Maryland Bar Center 4th Floor 520 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Law Links High School Summer Internship program | $7,500 | West Fayette Street |
| 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 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | N/A | 501(c)(3) | support for the 2019-2020 Annual Fund through the Trustees' Matching Fund | $10,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | N/A | 501(c)(3) | support for the Hilda Katz Blaustein Memorial Financial Aid Fund | $62,500 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | N/A | 501(c)(3) | general support | $21,000 | |
| Parks & People Foundation | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 212172072 | N/A | 501(c)(3) | support for Super Kids Camp 2020 | $15,000 | |
| 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 | |
| The Pro Bono Counseling Project Inc | ||||||||
| 5900 Metro Drive | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for mental health outreach to older adults during the pandemic | $35,000 | |
| 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 | |
| The Red Devils | ||||||||
| PO Box 36291 | Towson | MD | 21286 | N/A | 501(c)(3) | general support | $4,000 | |
| Remembering Litvaks Inc | ||||||||
| 4951 Bacopa Lane South 603 | St Petersburg | FL | 33715 | N/A | 501(c)(3) | support for the translation of Telsiai Yizkor books | $4,000 | |
| 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 | $15,000 | |
| St Paul's Schools | ||||||||
| 11152 Falls Road PO Box 8100 | Brooklandville | MD | 210228100 | N/A | 501(c)(3) | support for the Bridges program | $20,000 | |
| Strong City Baltimore Inc | ||||||||
| 2101 East Biddle Street | Baltimore | MD | 21213 | N/A | 501(c)(3) | support for the Adult Learning Center | $25,000 | |
| Tides Foundation Accounts Receivable | ||||||||
| PO Box 399389 | San Francisco | CA | 941399389 | N/A | 501(c)(3) | general support for the Florida Rights Restoration Coalition | $5,000 | |
| University of Maryland Baltimore Foundation Inc | ||||||||
| Office of Philanthropy 220 North | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Social Worker in the Library program | $5,000 | Arch Street 13th Floor |
| 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 | |
| The Village Learning Place Inc | ||||||||
| 2521 St Paul Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $5,000 | |
| 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 | |
| The Women's Housing Coalition | ||||||||
| 119 East 25th Street | Baltimore | MD | 212185232 | N/A | 501(c)(3) | general support | $10,000 | |
| Women's Law Center Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212045362 | N/A | 501(c)(3) | general support | $10,000 | 201 |
| Work First Foundation | ||||||||
| 228 East 45th Street 16th Floor | New York | NY | 100173303 | N/A | 501(c)(3) | support for the Baltimore Ex-Offender Program | $2,500 | |
| Yiddish Book Center | ||||||||
| Harry and Jeanette Weinberg | Amherst | MA | 010023375 | N/A | 501(c)(3) | support for the final phase of the Yiddish Optical Character Recognition project | $37,500 | Building 1021 West Street |
| YMCA of Central Maryland Inc | ||||||||
| 303 West Chesapeake Avenue | Baltimore | MD | 212044406 | N/A | 501(c)(3) | emergency response support including support for child care for essential workers | $20,000 | |
| Young Audiences of Maryland Inc | ||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 212184888 | N/A | 501(c)(3) | support for the Summer Arts & Learning Academy | $15,000 | |
| Your Public Radio Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $10,000 | |
| Zamir Choral Foundation | ||||||||
| 475 Riverside Drive Suite 1948 | New York | NY | 10115 | N/A | 501(c)(3) | general support and support for HaZamir Baltimore | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,447,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Friends of Meir Panim Inc | ||||||||
| 88 Walton Street Suite B1 | Brooklyn | NY | 11206 | N/A | 501(c)(3) | general support | $5,000 | |
| 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 |
| 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 | |
| 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 |
| GreenLight Fund | ||||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | N/A | 501(c)(3) | support for GreenLight Baltimore | $80,000 | |
| 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 |
| Helping Up Mission | ||||||||
| 1029 East Baltimore Street | Baltimore | MD | 212024705 | N/A | 501(c)(3) | general support | $15,000 | |
| 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 | |
| Interfaith Youth Core | ||||||||
| 141 West Jackson Boulevard Suite | Chicago | IL | 60604 | N/A | 501(c)(3) | general support | $25,000 | 3200 |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | N/A | 501(c)(3) | general support | $15,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Long Term Care Assistance Project | $25,000 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | N/A | 501(c)(3) | general support | $35,000 | |
| 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 | |
| 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 Philanthropy Network | ||||||||
| 1600 West 41st Street Suite 700 | Baltimore | MD | 212111504 | N/A | 501(c)(3) | general support for the Youth Empowered Society | $20,000 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | N/A | 501(c)(3) | general support | $25,000 | |
| Moveable Feast | ||||||||
| PO Box 2298 | Baltimore | MD | 212032298 | N/A | 501(c)(3) | general support | $15,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | N/A | 501(c)(3) | support for The Power of Park campaign | $1,200,000 | |
| 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 | |
| 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 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,722,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $779 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $696,207 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,275 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| Axiom Asia II | 18 | -$10,409 | |
| Axiom Asia IV | 18 | -$11,754 | |
| Book to Tax Adjustment | 18 | -$1,635,818 | |
| Centerbridge R/E Associates | 18 | -$14,589 | |
| Harrison Street V | 18 | -$6,515 | |
| Madison Int'l RE Fd VI | 18 | $28,045 | |
| Malachite Capital | 18 | -$344,036 | |
| Mesirow Financial Private | 18 | -$9,239 | $2,006 |
| Ocean Avenue Fund III | 18 | -$4,357 | -$13,140 |
| PEP V | 18 | -$10,445 | $15 |
| Perennial Real Estate Fd | 18 | -$8,898 | -$1,691 |
| Prime Finance IV | 18 | -$299 | |
| Renaissance Insitutional Equities | 18 | -$41,495 | |
| Taconic CRE Dislocation | 18 | $1,699 | |
| VIA VII-VA, LP | 18 | $40,040 | -$1 |
| W Capital Partners | 18 | -$8,529 | $396 |
| CPREF AIV I | 18 | $21,139 | $23,096 |
| CPREF AIV II | 18 | -$624 | |
| CPREF AIV III | 18 | -$945 | |
| CPREF Cayman LP | 18 | -$30,197 | $15,782 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,064 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,283,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,258,687 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| 3510 LLC | |||||||
| 1 | One South Street STE 2800 | Baltimore | MD | 212023298 | $200,000 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 2 | One South Street STE 2800 | Baltimore | MD | 212023298 | $250,485 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 6,475 Shs BP | NoncashPropertyDesc |
| Fair Market Value | $250,485 | FairMarketValueAmt |
| Received | 2020-01-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $30,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (46 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Fund IV | AT COST | $364,003 | $540,777 |
| 57 Stars Global Opportunity | AT COST | $419,037 | $506,531 |
| Artisan Developing World | AT COST | $1,000,000 | $2,205,393 |
| Artisan Int'l Fund | AT COST | $2,594,517 | $2,692,635 |
| Avenue Aviation | AT COST | $510,555 | $456,308 |
| Axiom Asia IV | AT COST | $343,129 | $598,513 |
| Axiom Asia Private Capital | AT COST | $539,078 | $555,735 |
| Blackrock Strat Income Opps | AT COST | $1,628,008 | $1,725,486 |
| Centerbridge Partners R/E Associates | AT COST | $578,883 | $655,814 |
| Chatham High Yield | AT COST | $750,000 | $973,073 |
| Davidson Kempner Int'l | AT COST | $1,500,000 | $2,001,820 |
| Fir Tree Real Estate | AT COST | $44,864 | $23,704 |
| Global Alpha International Small Cap | AT COST | $1,025,876 | $1,066,472 |
| Harrison Street V | AT COST | $254,519 | $356,077 |
| Ishares S&P Midcap ETF | AT COST | $757,646 | $896,107 |
| Ishares S&P Smallcap ETF | AT COST | $757,132 | $858,530 |
| Lighthouse Global Long/Short Fund | AT COST | $1,000,000 | $1,325,986 |
| Madison Fund VI | AT COST | $929,224 | $1,018,184 |
| Magnitude International | AT COST | $1,250,000 | $2,249,033 |
| Mesirow IV Private Equity IV | AT COST | $330,385 | $514,958 |
| Ocean Avenue Fund III | AT COST | $218,351 | $469,593 |
| Ocean Avenue Fund IV | AT COST | $197,698 | $190,905 |
| PEP V LP | AT COST | $274,618 | $233,730 |
| Perennial Real Estate Fund | AT COST | $33,360 | $68,226 |
| Pimco Real Return Fund | AT COST | $1,031,273 | $1,125,622 |
| Pimco Total | AT COST | $1,675,660 | $1,869,951 |
| Pinehurst Institutional Ltd | AT COST | $1,348,675 | $2,540,618 |
| Prime Finance IV | AT COST | $39,544 | $31,326 |
| RCP Direct III Cayman Feeder | AT COST | $295,000 | $318,963 |
| RCP Fund XI | AT COST | $690,000 | $718,274 |
| Renaissance Institutional Equities | AT COST | $1,343,338 | $1,487,294 |
| State of Israel Bonds | AT COST | $25,000 | $25,000 |
| Taconic CRE Dislocation Fund | AT COST | $528,349 | $481,045 |
| Vanguard Dev Mkt Index | AT COST | $4,991,388 | $5,546,510 |
| Vanguard Index | AT COST | $2,482,724 | $6,505,020 |
| Vanguard Specialized | AT COST | $1,101,244 | $2,834,694 |
| Vanguard ST Treasury Index | AT COST | $852,855 | $879,757 |
| VIA VII-VC | AT COST | $344,793 | $1,781,184 |
| W Capital Partners III | AT COST | $145,844 | $258,112 |
| Tiger Pacific Offshore Fund | AT COST | $1,000,000 | $1,112,902 |
| RCP Fund V | AT COST | $0 | $39,187 |
| RCP Fund VI | AT COST | $0 | $153,592 |
| Lexington Capital Partners VII | AT COST | $0 | $182,574 |
| W Capital Partners II | AT COST | $0 | $21,536 |
| Contrarian Distressed IV | AT COST | $314,681 | $276,292 |
| GT Distressed III | AT COST | $70,000 | $67,348 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest and Dividends receivable | $2,009 | $145 | $145 |
| Grant Refund in Transit | $20,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BP Stock Donation - Difference between tax and cost basis | Desc |
| Amt | $249,646 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $7 | $0 | $7 |
| Dues & Subscriptions | $91 | $0 | $91 |
| Equipment Expense | $1,654 | $0 | $1,654 |
| Equipment Maintenance | $121 | $0 | $121 |
| Postage | $295 | $0 | $295 |
| Software Expenses | $142 | $0 | $142 |
| Supplies | $99 | $0 | $99 |
| Telephone | $199 | $0 | $199 |
| Website | $290 | $0 | $290 |
| Investment Expense- Compliance Fee | $185 | $185 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (25 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Income | $363 | $363 | $363 |
| Axiom Asia II | -$10,409 | -$10,409 | -$10,409 |
| Axiom Asia IV | -$11,754 | -$11,754 | -$11,754 |
| Book to Tax Adjustment | -$1,635,818 | -$1,635,818 | |
| Centerbridge R/E Associates | -$14,589 | -$14,589 | -$14,589 |
| Harrison Street V | -$6,515 | -$6,515 | -$6,515 |
| Madison Int'l RE Fd VI | $28,045 | $28,045 | $28,045 |
| Malachite Capital | -$344,036 | -$344,036 | -$344,036 |
| Mesirow Financial Private | -$7,233 | -$9,239 | -$7,233 |
| Ocean Avenue Fund III | -$17,497 | -$4,357 | -$17,497 |
| PEP V | -$10,430 | -$10,445 | -$10,430 |
| Perennial Real Estate Fd | -$10,589 | -$8,898 | -$10,589 |
| Prime Finance IV | -$299 | -$299 | -$299 |
| Renaissance Insitutional Equities | -$41,495 | -$41,495 | -$41,495 |
| Taconic CRE Dislocation | $1,699 | $1,699 | $1,699 |
| VIA VII-VA, LP | $40,039 | $40,040 | $40,039 |
| W Capital Partners | -$8,133 | -$8,529 | -$8,133 |
| CPREF AIV I | $44,235 | $21,139 | $44,235 |
| CPREF AIV II | -$624 | -$624 | -$624 |
| CPREF AIV III | -$945 | -$945 | -$945 |
| CPREF Cayman LP | -$14,415 | -$30,197 | -$14,415 |
| Ocean Avenue Fund IV | -$8,144 | -$7,655 | -$8,144 |
| CPREF AIV IV-A | -$634 | -$297 | -$634 |
| Contrarian Distressed IV | -$2,692 | -$2,119 | -$2,692 |
| Global Alpha Small Cap | -$9,078 | -$9,078 | -$9,078 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Short Term Cash Liability | $160,013 | $0 |
| Grants Payable | $0 | $15,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Greycourt/Other Inv Fees | CategoryTxt |
| Amt | $65,817 | Amt |
| Net Investment Income | $65,817 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $21,136 | $21,136 | $0 |
| State Tax W/h | $3,388 | $3,388 | $0 |
Comments