DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349107211
- Schema version
- 2019v5.1
- 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 | 2020-11-16T17:54:21-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477114 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 87.101.95.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 17:53:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7DC0E22230BB4EA39E967D8B3B42B950401A936C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,413,517 | 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 | $247,638 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $814,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $814,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,484,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,638,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,484,453 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $356,262 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$98,801 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,903,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,200,757 | 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 | $110,581 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $110,581 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,580 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,580 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $43,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,557 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $132,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,397 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,889 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,889 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $546 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $546 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,642 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $444,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,223,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,223,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,668,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,423,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,062,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,143,672 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $39,750,027 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,023,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,391,508 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,242 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,009 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,009 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,896,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,045,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,413,517 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $160,013 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $160,013 | 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 | $7,319,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,308,178 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,896,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,885,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,896,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,045,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,896,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,227 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,132,168 | SubtotalAmt |
| Other Decreases | $246,924 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,885,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Axiom Asia II | P | 2019-01-01 | 2019-12-31 | $1,141 | $1,141 | $1,141 | |
| Axiom Asia II | P | 2018-01-01 | 2019-12-31 | $35,588 | $35,588 | $35,588 | |
| Axiom Asia IV | P | 2018-01-01 | 2019-12-31 | $71 | $71 | $71 | |
| Axiom Asia IV | P | 2019-01-01 | 2019-12-31 | $30 | $30 | $30 | |
| BP, PLC | 2019-04-09 | 2019-04-12 | $248,731 | $248,017 | $248,017 | $714 | |
| Centerbridge Partners Real Estate | P | 2019-01-01 | 2019-12-31 | $252 | $252 | $252 | |
| CPREF Cayman | P | 2019-01-01 | 2019-12-31 | $362 | $362 | $362 | |
| Dodge & Cox International | 2017-12-21 | 2019-03-12 | $1,279,360 | $155,471 | $155,471 | $1,123,889 | |
| Fir Tree Real Estate Fund III - Distribution in excess of basis | P | 2019-12-31 | $36,298 | $36,298 | $36,298 | ||
| Fir Tree Real Estate III AIV Feeder | P | 2018-01-01 | 2019-12-31 | $16,141 | $16,141 | $16,141 | |
| Harbor Fd Real Return | P | 2019-10-25 | $1,185,388 | -$126,267 | -$126,267 | $1,311,655 | |
| Harrison Street R/E V | P | 2018-01-01 | 2019-12-31 | $35,227 | $35,227 | $35,227 | |
| Lexington VII - Distribution in excess of basis | P | 2019-12-31 | $78,733 | $78,733 | $78,733 | ||
| Madison VI | P | 2018-01-01 | 2019-12-31 | $4,188 | $4,188 | $4,188 | |
| Malachite Capital | P | 2019-01-01 | 2019-12-31 | -$11,590 | -$11,590 | $11,590 | |
| Malachite Capital | P | 2018-01-01 | 2019-12-31 | $22,096 | $22,096 | $22,096 | |
| Mesirow Financial | P | 2019-01-01 | 2019-12-31 | -$110 | -$110 | $110 | |
| Mesirow Financial | P | 2018-01-01 | 2019-12-31 | $110,223 | $110,223 | $110,223 | |
| Oaktree Emerging Markets - Distribution in excess of basis | P | 2019-12-31 | $5,603 | $5,603 | $5,603 | ||
| Ocean Avenue III | P | 2018-01-01 | 2019-12-31 | $18,870 | $18,870 | $18,870 | |
| Ocean Avenue III | P | 2018-01-01 | 2019-12-31 | $674 | $674 | $674 | |
| Perennial Real Estate Fund | P | 2019-01-01 | 2019-12-31 | $2 | $2 | $2 | |
| Perennial Real Estate Fund | P | 2018-01-01 | 2019-12-31 | -$3,524 | -$3,524 | $3,524 | |
| Pinehurst Institutional | P | 2019-08-15 | $250,000 | $98,675 | $98,675 | $151,325 | |
| Private Equity Investment Fund V | P | 2019-01-01 | 2019-12-31 | $222 | $222 | $222 | |
| Private Equity Investment Fund V | P | 2018-01-01 | 2019-12-31 | -$3,688 | -$3,688 | $3,688 | |
| RCP FD V- Distribution in excess of basis | P | 2019-12-31 | $165,306 | $165,306 | $165,306 | ||
| RCP FD VI - Distribution in excess of basis | P | 2019-12-31 | $176,339 | $176,339 | $176,339 | ||
| Renaissance Institutional Equities | P | 2019-01-01 | 2019-12-31 | -$26,992 | -$26,992 | $26,992 | |
| Renaissance Institutional Equities | P | 2018-01-01 | 2019-12-31 | $61,372 | $61,372 | $61,372 | |
| Taconic CRE Dislocation Fund | P | 2018-01-01 | 2019-12-31 | $82,147 | $82,147 | $82,147 | |
| Vanguard Scottsdale | 2019-04-30 | 2019-09-04 | $525,000 | $11,507 | $11,507 | $513,493 | |
| VIA VIII | P | 2019-01-01 | 2019-12-31 | $1,320 | $1,320 | $1,320 | |
| VIA VIII | P | 2018-01-01 | 2019-12-31 | $121,172 | $121,172 | $121,172 | |
| W Capital Partners - Distribution in excess of basis | P | 2019-12-31 | $6,492 | $6,492 | $6,492 | ||
| W Capital Partners III | P | 2019-01-01 | 2019-12-31 | -$7,012 | -$7,012 | $7,012 | |
| W Capital Partners III | P | 2018-01-01 | 2019-12-31 | $27,006 | $27,006 | $27,006 | |
| Capital Gains Dividends | P | $143,091 | $143,091 | $143,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,484,453 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,115,846 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,266,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,998,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,055,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048679 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,109,398 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,262,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055129 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,706,982 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,472,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066885 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,394,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,496,522 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057706 | DistributionYr5Rt |
| Total Distribution | 0.276197 | TotalDistributionRt |
| Average Distribution | 0.055239 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,221,076 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,608,445 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,626 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,629,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,423,398 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Overpayment | $23,722 | OverpaymentAmt |
| Applied To ES Tax | $23,722 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
| Individual With Books | Jennifer L Bove CPA | IndividualWithBooksNm |
| Phone | 4103477205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS One South St 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL B HIRSCHHORN | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | TRUSTEE AND PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL J HIRSCHHORN | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | TRUSTEE AND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| DEBORAH H VOGELSTEIN | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | TRUSTEE AND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SARAH H SHAPIRO | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | TRUSTEE AND VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Betsy F Ringel | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ANNE A PATTERSON | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| Jill R Robinson | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| Stephen J Bass | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Anne L Shelton | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| SANDRA L GLOCK | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment Managemt | $83,864 |
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $73,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,360,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,579,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,940,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,940,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $719,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,221,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,361,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,361,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,252 | TotalTaxAmt |
| Distributable Before Adj | $2,319,802 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,319,802 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,319,802 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,423,398 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,423,398 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,423,398 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,319,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $355,328 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $700,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $206,974 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,263,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,423,398 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,319,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,596 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,366,825 | 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 | $355,328 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,011,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $700,927 | ExcessFromYear4Amt |
| Excess From Year3 | $206,974 | ExcessFromYear3Amt |
| Excess From Current Year | $103,596 | 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 (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Abilities Network | ||||||||
| 8503 LaSalle Road | Towson | MD | 212865926 | N/A | 501(c)(3) | support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program | $25,000 | |
| ACHARAI The Shoshana S Cardin Jewish Leadership Institute | ||||||||
| 5806 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support to match funding from Debs and Joe Weinberg | $35,000 | |
| Ahavas Yisrael Charity Fund | ||||||||
| 115 Sudbrook Lane Suite E | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support | $5,000 | |
| American Friends of Meir Panim Inc | ||||||||
| 5316 New Utecht Avenue | Brooklyn | NY | 11219 | 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 Building165 | 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 Supporters of Yedid | ||||||||
| 492c Cedar Lane 335 | Teaneck | NJ | 07666 | N/A | 501(c)(3) | general support | $5,000 | |
| American Visionary Art Museum Inc | ||||||||
| 800 Key Highway | Baltimore | MD | 212303940 | N/A | 501(c)(3) | general support | $20,000 | |
| Art with a Heart Inc | ||||||||
| Mill No 13000 Falls Road | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $40,000 | |
| 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 | |
| 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 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 |
| Baltimore Shabbat Project | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $10,000 | |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015545 | N/A | 501(c)(3) | support for the OrchKids 2020 summer program | $15,000 | |
| Benefits Data Trust | ||||||||
| Centre Square West1500 Market | Philadelphia | PA | 19102 | N/A | 501(c)(3) | support for the "MD Benefits Center" project | $15,000 | Street Suite 2800 |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support through sponsorship of Spotlight 2019 | $30,000 | |
| Bowery Residents' Committee Inc | ||||||||
| 131West 25th Street 12th Floor | New York | NY | 10001 | N/A | 501(c)(3) | general support | $7,500 | |
| Business & Human Rights Resource Centre | ||||||||
| 120 Wall Street 16th Floor | New York | NY | 100054027 | N/A | 501(c)(3) | support for the "Driving a Fast & Fair Transition to Renewable Energy" project | $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 |
| Center for Urban Families Inc | ||||||||
| 2201 North Monroe Street | Baltimore | MD | 212171321 | N/A | 501(c)(3) | general support | $15,000 | |
| 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 | $9,000 | |
| 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 leadership development program at the Mid-Atlantic regional office | $20,000 | |
| The Circus Barn Incorporated | ||||||||
| 1 Circus Road | Greensboro | VT | 05841 | N/A | 501(c)(3) | general support | $5,000 | |
| COLAB Theater Group | ||||||||
| PO Box 727 | New York | NY | 101080727 | N/A | 501(c)(3) | general support | $2,500 | |
| Coaching Corps | ||||||||
| 310 8th Street Suite 300 | Oakland | CA | 946074253 | N/A | 501(c)(3) | support for the coaching program in Baltimore City | $3,500 | |
| 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 | $7,500 | |
| Comprehensive Housing Assistance Inc | ||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $40,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | N/A | 501(c)(3) | support for TECH - Knowledge, the technology hub at the Myerberg Senior Center | $77,500 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | N/A | 501(c)(3) | support for the kitchen renovation project and other renovation efforts | $25,000 | |
| Deertrees Theatre Limited | ||||||||
| PO Box 577 | Harrison | ME | 04040 | N/A | 501(c)(3) | support for the 2019-2020 annual fund | $5,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | N/A | 501(c)(3) | capital support for the Act II Restoration Project | $12,500 | |
| Dyslexia Tutoring Program Inc | ||||||||
| The Rotunda Suite 310711 West 40th | Baltimore | MD | 212112109 | N/A | 501(c)(3) | support for the STEM Summer Maker Camp | $15,000 | Street |
| EDGE Funders Alliance | ||||||||
| Box 55960 29th Street | San Francisco | CA | 941104929 | N/A | 501(c)(3) | support for the summer camp program | $2,500 | |
| Elijah Cummings Youth Program in Israel Inc | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $25,000 | |
| 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 | ||||||||
| 25 Broadway Floor 9 | New York | NY | 10004 | N/A | 501(c)(3) | general support | $7,500 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014484 | N/A | 501(c)(3) | general support | $25,000 | |
| Erin Levitas Education Foundation Inc | ||||||||
| 8 Reservoir Circle Suite 203 | Baltimore | MD | 212086324 | N/A | 501(c)(3) | support for child and teen literacy initiatives | $10,000 | |
| The Everyman Theatre Inc | ||||||||
| 315 West Fayette Street | Baltimore | MD | 212013405 | N/A | 501(c)(3) | support to pilot a sexual assault prevention curriculum in Baltimore City public schools | $35,000 | |
| The Family Tree | ||||||||
| 2108 North Charles Street | Baltimore | MD | 212185709 | N/A | 501(c)(3) | support to underwrite the cost of the TRG Arts Revenue Accelerator consultancy | $20,000 | |
| Farm & Wilderness Foundation Inc | ||||||||
| 263 Farm Wilderness Road | Plymouth | VT | 05056 | N/A | 501(c)(3) | support to upgrade the furniture and fixtures in the community room in the Sherman Family Center | $20,000 | |
| Foundation for Baltimore County Public Library | ||||||||
| 320 York Road | Towson | MD | 212045179 | N/A | 501(c)(3) | support for scholarships to enable economically disadvantaged children to attend summer camp | $4,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $12,500 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support for CHARM | $5,000 | 400 |
| Global Camps Africa | ||||||||
| 700 12th Street Suite 88 | Lynchburg | VA | 24504 | N/A | 501(c)(3) | general support | $8,500 | |
| Global Greengrants Fund | ||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 803015414 | N/A | 501(c)(3) | support for residential camp programs in Africa for children affected by HIV/AIDS | $5,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | N/A | 501(c)(3) | general support | $5,000 | |
| Halachic Organ Donor Society | ||||||||
| PO Box 693 | New York | NY | 101080693 | N/A | 501(c)(3) | support for the Goucher Prison Education Partnership | $10,000 | |
| Har Sinai - Oheb Shalom Congregation | ||||||||
| 7310 Park Heights Avenue | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support | $20,000 | |
| The Hearing and Speech Agency of Metro Baltimore Inc | ||||||||
| Harry Jeanette Weinberg Building590 | Baltimore | MD | 21215 | N/A | 501(c)(3) | annual support | $20,000 | Metro Drive |
| Helping Up Mission | ||||||||
| 1029 East Baltimore Street | Baltimore | MD | 212024705 | N/A | 501(c)(3) | support for the Charitable Care Fund | $15,000 | |
| Hide and Seek Foundation | ||||||||
| 6475 East Pacific Coast Highway | Long Beach | CA | 90803 | N/A | 501(c)(3) | general support | $5,000 | Suite 466 |
| Higher Achievement Program | ||||||||
| 1500 Union Avenue Suite 2600 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the SOAR/NPC Collaborative | $17,500 | |
| Homeless Persons Representation Project | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $12,500 | |
| Honest Reporting | ||||||||
| 165 East 56th Street 2nd Floor | New York | NY | 100222709 | N/A | 501(c)(3) | support for the Homeless Youth Initiative | $5,000 | |
| HopeWell Cancer Support | ||||||||
| PO Box 755 | Brooklandville | MD | 21022 | N/A | 501(c)(3) | general support | $18,000 | |
| Horizon Day Camp | ||||||||
| 8 Market Place Suite 331 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $10,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | N/A | 501(c)(3) | general support, support for the community outreach and education endowment and support for the "Imagining Justice in Baltimore" initiative | $87,500 | |
| Interfaith Youth Core | ||||||||
| 141 West Jackson Boulevard Suite | Chicago | IL | 60604 | N/A | 501(c)(3) | support for the annual fund | $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) | general support | $33,000 | |
| JBI International Inc | ||||||||
| 110 East 30th Street | New York | NY | 200267375 | N/A | 501(c)(3) | capital support for the purchase and renovation of the current facility | $2,500 | |
| JEWELS Jewish Education Where Every Level Succeeds | ||||||||
| 5713-B Park Heights Avenue | Baltimore | MD | 212153929 | 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 | $48,000 | |
| Jewish Community Foundation of MetroWest New Jersey | ||||||||
| 901 Route 10 | Whippany | NJ | 079811156 | N/A | 501(c)(3) | support for HaZamir Baltimore for the 2020 season | $5,000 | |
| Jewish Teen Advancement Program Inc | ||||||||
| 2904 Smith Avenue | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the Amelia and Ephraim Hirschhorn Senior Adult Jewish Education Program | $5,000 | |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | N/A | 501(c)(3) | general support | $15,000 | |
| Junior Achievement of Central Maryland Inc | ||||||||
| 10711 Red Run Boulevard Suite 110 | Owings Mills | MD | 211175138 | N/A | 501(c)(3) | general support | $4,000 | |
| Krieger Schechter Day School | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for summer programming for Baltimore City students, the scholarship endowment fund, and the Community Partnership Programs Initiative | $53,500 | |
| The Lambi Fund of Haiti | ||||||||
| 1050 Connecticut Avenue NW 10th | Washington | DC | 20036 | N/A | 501(c)(3) | support for the annual 8th grade, all-Hebrew musical production | $5,000 | Floor |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $35,000 | |
| Let's Breakthrough Inc | ||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | support for the Lawyer in the Library program in Baltimore County | $15,000 | |
| Levindale Auxiliary Inc | ||||||||
| 2434 West Belvedere Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $2,500 | |
| Libraries Without Borders - US | ||||||||
| 1342 Florida Avenue NW | Washington | DC | 200094808 | N/A | 501(c)(3) | general support | $15,000 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | N/A | 501(c)(3) | support for the Wash and Learn Initiative in Baltimore | $2,500 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | N/A | 501(c)(3) | general support through sponsorship of the Race for Our Kids | $35,000 | |
| The Literacy Lab | ||||||||
| 1400 16th Street NW Suite 410 | Washington | DC | 20036 | N/A | 501(c)(3) | general support | $20,000 | |
| Marian House | ||||||||
| 949 Gorsuch Avenue | Baltimore | MD | 212183602 | 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) | support to upgrade the HVAC system in one of the transitional housing sites | $15,000 | |
| Maryland Family Network Inc | ||||||||
| 1001 Eastern Avenue 2nd Floor | Baltimore | MD | 212024325 | N/A | 501(c)(3) | general support | $10,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | N/A | 501(c)(3) | general support | $30,000 | |
| The Maryland School for the Blind | ||||||||
| 3501 Taylor Avenue | Baltimore | MD | 212364499 | N/A | 501(c)(3) | general support | $2,500 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | N/A | 501(c)(3) | support for the Jana Goshen McGeachy Fund | $17,500 | |
| Medical Education Resources Initiative for Teens Inc | ||||||||
| Mason F Lord Center Tower Suite | Baltimore | MD | 21224 | N/A | 501(c)(3) | general support | $12,500 | 3855200 Eastern Avenue |
| Morningside Center for Teaching Social Responsibility | ||||||||
| 475 Riverside Drive Suite 550 | New York | NY | 10115 | N/A | 501(c)(3) | support for the Summer Internship program | $15,000 | |
| Moveable Feast | ||||||||
| PO Box 2298 | Baltimore | MD | 212032298 | N/A | 501(c)(3) | general support | $15,000 | |
| My Sister's Circle | ||||||||
| PO Box 84 | Timonium | MD | 21094 | N/A | 501(c)(3) | general support | $7,500 | |
| North American Friends of Oranim Inc | ||||||||
| 1111 East Fairy Chasm Road | Milwaukee | WI | 532171427 | N/A | 501(c)(3) | general support | $18,000 | |
| North Star Fund | ||||||||
| 520 Eighth Avenue Floor 22 | New York | NY | 10018 | N/A | 501(c)(3) | support for the Galilee Dreamers program | $10,000 | |
| Ohr Torah Stone Institutions of Israel | ||||||||
| 49 West 45th Street Suite 701 | New York | NY | 10036 | N/A | 501(c)(3) | general support | $5,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | N/A | 501(c)(3) | general support | $91,000 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 211223940 | N/A | 501(c)(3) | support for the 2018-2019 Annual Fund through the Trustees' Matching Fund | $15,000 | |
| Paul's Place Inc | ||||||||
| 1118 Ward Street | Baltimore | MD | 21230 | N/A | 501(c)(3) | support for the Ride Partners program | $50,000 | |
| Penn Hillel (1) | ||||||||
| 215 South 39th Street | Philadelphia | PA | 19104 | N/A | 501(c)(3) | capital support for the construction of a culinary arts training facility | $20,000 | |
| Planned Parenthood of Maryland | ||||||||
| 330 North Howard Street | Baltimore | MD | 212013610 | N/A | 501(c)(3) | support for Penn Hillel | $15,000 | |
| Professional Development & Training Center Inc | ||||||||
| Maryland Bar Center 4th Floor520 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for Education and Training programs for young people | $5,000 | West Fayette Street |
| READ Global | ||||||||
| PO Box 29286 | San Francisco | CA | 941290286 | N/A | 501(c)(3) | support for the Law Links 2019 High School Summer Internship program | $4,000 | |
| Reading Partners | ||||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | N/A | 501(c)(3) | general support | $20,000 | |
| The Red Devils | ||||||||
| PO Box 36291 | Towson | MD | 21286 | N/A | 501(c)(3) | support to offer reading tutoring in Baltimore City public schools | $4,000 | |
| Rosedale Freedom Project | ||||||||
| 705 Front StreetPO Box 21 | Rosedale | MS | 387690021 | N/A | 501(c)(3) | general support | $7,260 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | N/A | 501(c)(3) | support to facilitate dialogue between Park School students and Freedom Fellows | $17,500 | |
| Sisterhood of Salaam Shalom | ||||||||
| PO Box 7117 | North Brunswick | NJ | 088521909 | N/A | 501(c)(3) | support for scholarships to enable disadvantaged children to attend camp | $30,000 | |
| South Baltimore Learning Center | ||||||||
| 28 East Ostend Street | Baltimore | MD | 212304209 | N/A | 501(c)(3) | general support | $35,000 | |
| Springboard Collaborative | ||||||||
| 1500 John F Kennedy Boulevard Suite | Philadelphia | PA | 191021710 | N/A | 501(c)(3) | general support | $25,000 | 1160 |
| St Paul's School | ||||||||
| 11152 Falls RoadPO Box 8100 | Brooklandville | MD | 210228100 | N/A | 501(c)(3) | support for Springboard Summer in Baltimore | $20,000 | |
| Strong City Baltimore Inc | ||||||||
| 2101 East Biddle Street | Baltimore | MD | 21213 | N/A | 501(c)(3) | support for the Bridges program | $95,000 | |
| Thread Inc | ||||||||
| PO Box 1584 | Baltimore | MD | 21203 | N/A | 501(c)(3) | support for the Adult Learning Center, including one-time support for moving assistance | $7,500 | |
| University of Maryland Baltimore Foundation Inc | ||||||||
| Office of Philanthropy220 Arch | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Adult Learning Center, including one-time support for moving assistance | $5,000 | Street 14th Floor |
| Usher 1F Collaborative Inc | ||||||||
| 321 Walnut Street 228 | Newtonville | MA | 024601927 | N/A | 501(c)(3) | general support | $7,000 | |
| The Village Learning Place Inc | ||||||||
| 2521 St Paul Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Social Worker in the Library program | $5,000 | |
| Winnebago Alumni Association | ||||||||
| 401 Saint Christopher Rd | Richmond | VA | 232262723 | N/A | 501(c)(3) | support to fund research for a cure for Usher Syndrome Type 1F | $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) | support for scholarships for minority campers | $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 |
| Yiddish Book Center | ||||||||
| Harry and Jeanette Weinberg | Amherst | MA | 010023375 | N/A | 501(c)(3) | general support | $37,500 | Building1021 West Street |
| Young Audiences of Maryland Inc | ||||||||
| 2600 North Howard Street Suite 1300 | Baltimore | MD | 212184888 | N/A | 501(c)(3) | general support | $15,000 | |
| Your Public Radio Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 212185715 | N/A | 501(c)(3) | support for the final phase of the Yiddish Optical Character Recognition project | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,223,360 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 | |
| CASA of Baltimore County Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212044435 | N/A | 501(c)(3) | general support | $10,000 | 117 |
| 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 | $5,000 | |
| Farm & Wilderness Foundation Inc | ||||||||
| 263 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 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support for CHARM | $12,500 | |
| Jewish Community Foundation of MetroWest New Jersey | ||||||||
| 901 Route 10 | Whippany | NJ | 079811156 | N/A | 501(c)(3) | supplementary support for the Amelia and Ephraim Hirschhorn Senior Adult Jewish Education Program | $10,000 | |
| Krieger Schechter Day School | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the scholarship endowment fund | $36,000 | |
| 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 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | N/A | 501(c)(3) | general support | $30,000 | |
| Medical Education Resources Initiative for Teens Inc | ||||||||
| Mason F Lord Center Tower Suite | Baltimore | MD | 21224 | N/A | 501(c)(3) | support for the Summer Internship program | $12,500 | 3855200 Eastern Avenue |
| 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 | |
| Sisterhood of Salaam Shalom | ||||||||
| PO Box 7117 | North Brunswick | NJ | 088521909 | N/A | 501(c)(3) | general support | $30,000 | |
| South Baltimore Learning Center | ||||||||
| 28 East Ostend Street | Baltimore | MD | 212304209 | N/A | 501(c)(3) | general support | $35,000 | |
| Strong City Baltimore Inc | ||||||||
| 2101 East Biddle Street | Baltimore | MD | 21213 | N/A | 501(c)(3) | support for the Adult Learning Center, including one-time support for moving assistance | $25,000 | |
| 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 | Building1021 West Street |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $316,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $802 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $814,303 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,484,453 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Axiom Asia II | 900000 | 18 | -$13,668 | |
| Axiom Asia IV | 900000 | 18 | -$11,774 | -$4 |
| Book to Tax Adjustment | 18 | $471,015 | ||
| Centerbridge R/E Associates | 900000 | 18 | -$27,276 | |
| Harrison Street V | 900000 | 18 | -$6,931 | |
| Madison Int'l RE Fd VI | 900000 | 18 | $75,939 | |
| Malachite Capital | 900000 | 18 | $1,679 | |
| Mesirow Financial Private | 900000 | 18 | -$25,558 | $16,670 |
| Ocean Avenue Fund III | 900000 | 18 | -$11,166 | -$47,304 |
| PEP V | 900000 | 18 | $159 | $19 |
| Perennial Real Estate Fd | 900000 | 18 | -$2,679 | $9,340 |
| Prime Finance IV | 900000 | 18 | -$394 | |
| Renaissance Insitutional Equities | 900000 | 18 | -$31,378 | |
| Taconic CRE Dislocation | 900000 | 18 | -$19,369 | |
| VIA VII-VA, LP | 900000 | 18 | -$13,609 | |
| W Capital Partners | 900000 | 18 | -$9,761 | $1,525 |
| CPREF AIV I | 900000 | 18 | -$2,303 | -$120 |
| CPREF AIV II | 900000 | 18 | -$151 | |
| CPREF AIV III | 900000 | 18 | -$1,837 | |
| CPREF Cayman LP | 900000 | 18 | -$2,423 | $3,513 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$19,730 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,675,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,655,820 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Trading and Production Corporation | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street STE 2800 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212023298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $247,638 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,500 Shs BP | NoncashPropertyDesc |
| Fair Market Value | $247,638 | FairMarketValueAmt |
| Received | 2019-04-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $73,000 | Amt |
| Net Investment Income | $29,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (49 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Fund IV | AT COST | $384,808 | $467,565 |
| 57 Stars Global Opportunity | AT COST | $434,016 | $506,949 |
| Artisan Developing World | AT COST | $1,000,000 | $1,269,345 |
| Artisan Int'l Fund | AT COST | $2,504,812 | $2,497,452 |
| Avenue Aviation | AT COST | $428,080 | $456,464 |
| Axiom Asia IV | AT COST | $497,647 | $478,439 |
| Axiom Asia Private Capital | AT COST | $677,007 | $627,870 |
| Blackrock Strat Income Opps | AT COST | $1,578,447 | $1,609,448 |
| Centerbridge Partners R/E Associates | AT COST | $367,413 | $362,282 |
| Chatham High Yield | AT COST | $750,000 | $789,007 |
| Davidson Kempner Int'l | AT COST | $1,500,000 | $1,873,346 |
| DFA Int'l Small Company | AT COST | $1,100,584 | $986,023 |
| Fir Tree Real Estate | AT COST | $47,803 | $47,218 |
| Global Alpha International Small Cap | AT COST | $1,000,000 | $1,000,000 |
| Harrison Street V | AT COST | $313,064 | $379,506 |
| Ishares S&P Midcap ETF | AT COST | $557,481 | $614,373 |
| Ishares S&P Smallcap ETF | AT COST | $557,057 | $589,466 |
| LCP VII | AT COST | $0 | $233,306 |
| Lighthouse Global Long/Short Fund | AT COST | $1,000,000 | $1,083,756 |
| Madison Fund VI | AT COST | $907,753 | $976,394 |
| Magnitude International | AT COST | $1,250,000 | $2,058,600 |
| Malachite Capital Partners | AT COST | $520,412 | $520,412 |
| Mesirow IV Private Equity IV | AT COST | $601,918 | $585,316 |
| Met West Low Duration Bond Fund | AT COST | $1,065,645 | $1,071,409 |
| Ocean Avenue Fund III | AT COST | $562,323 | $541,060 |
| Ocean Avenue Fund IV | AT COST | $68,135 | $56,623 |
| PEP V LP | AT COST | $238,428 | $227,588 |
| Perennial Real Estate Fund | AT COST | $84,288 | $89,603 |
| Pimco Commodity RR Strat | AT COST | $976,995 | $856,914 |
| Pimco RAE Fundamental Emerging | AT COST | $969,398 | $882,595 |
| Pimco Real Return Fund | AT COST | $1,002,454 | $1,004,237 |
| Pimco Total | AT COST | $1,565,939 | $1,717,455 |
| Pinehurst Institutional Ltd | AT COST | $1,348,675 | $2,251,162 |
| Prime Finance IV | AT COST | $42,883 | $41,408 |
| RCP Direct III Cayman Feeder | AT COST | $145,000 | $150,411 |
| RCP Fund V | AT COST | $0 | $144,229 |
| RCP Fund VI | AT COST | $0 | $198,771 |
| RCP Fund XI | AT COST | $490,000 | $469,663 |
| Renaissance Institutional Equities | AT COST | $1,845,923 | $1,845,923 |
| State of Israel Bonds | AT COST | $50,000 | $50,000 |
| Taconic CRE Dislocation Fund | AT COST | $492,042 | $486,032 |
| Tweedy Brown Global | AT COST | $1,925,047 | $2,129,490 |
| Vanguard Dev Mkt Index | AT COST | $4,087,036 | $4,203,336 |
| Vanguard Index | AT COST | $2,636,196 | $5,944,693 |
| Vanguard Specialized | AT COST | $1,254,256 | $2,850,974 |
| Vanguard ST Treasury Index | AT COST | $1,132,376 | $1,153,274 |
| VIA VII-VC | AT COST | $746,679 | $666,162 |
| W Capital Partners II | AT COST | $0 | $25,852 |
| W Capital Partners III | AT COST | $315,228 | $320,107 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest and Dividends receivable | $3,242 | $2,009 | $2,009 |
| Grant Refund in Transit | $0 | $20,000 | $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 | $246,924 | 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 | $6 | $0 | $6 |
| Dues & Subscriptions | $10 | $0 | $10 |
| Equipment Expense | $1,336 | $0 | $1,336 |
| Equipment Maintenance | $155 | $0 | $155 |
| Miscellaneous | $10 | $0 | $10 |
| Postage | $289 | $0 | $289 |
| Software Expenses | $126 | $0 | $126 |
| Supplies | $245 | $0 | $245 |
| Telephone | $239 | $0 | $239 |
| Website | $2,226 | $0 | $2,226 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Computer Science Corp - Class Action Lawsuit | $4,279 | $4,279 | $4,279 |
| Maryland refund | $3,778 | $0 | $3,778 |
| Axiom Asia II | -$13,668 | -$13,668 | -$13,668 |
| Axiom Asia IV | -$11,778 | -$11,774 | -$11,778 |
| Book to Tax Adjustment | $471,015 | $471,015 | |
| Centerbridge R/E Associates | -$27,276 | -$27,276 | -$27,276 |
| Harrison Street V | -$6,931 | -$6,931 | -$6,931 |
| Madison Int'l RE Fd VI | $75,939 | $75,939 | $75,939 |
| Malachite Capital | $1,679 | $1,679 | $1,679 |
| Mesirow Financial Private | -$8,888 | -$25,558 | -$8,888 |
| Ocean Avenue Fund III | -$58,470 | -$11,166 | -$58,470 |
| PEP V | $178 | $159 | $178 |
| Perennial Real Estate Fd | $6,661 | -$2,679 | $6,661 |
| Prime Finance IV | -$394 | -$394 | -$394 |
| Renaissance Insitutional Equities | -$31,378 | -$31,378 | -$31,378 |
| Taconic CRE Dislocation | -$19,369 | -$19,369 | -$19,369 |
| VIA VII-VA, LP | -$13,609 | -$13,609 | -$13,609 |
| W Capital Partners | -$8,236 | -$9,761 | -$8,236 |
| CPREF AIV I | -$2,423 | -$2,303 | -$2,423 |
| CPREF AIV II | -$151 | -$151 | -$151 |
| CPREF AIV III | -$1,837 | -$1,837 | -$1,837 |
| CPREF Cayman LP | $1,090 | -$2,423 | $1,090 |
| Ocean Avenue Fund IV | -$3,949 | -$580 | -$3,949 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Short Term Cash Liability | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $160,013 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Greycourt/Other Inv Fees | CategoryTxt |
| Amt | $83,557 | Amt |
| Net Investment Income | $83,557 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $25,236 | $25,236 | $0 |
| Excise Taxes | $106,679 | $0 | $0 |
| State Tax W/h | $161 | $161 | $0 |
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