SylvanLaureate Foundation Inc: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SylvanLaureate Foundation Inc (EIN 52-2044008)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349102632
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:24:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 522044008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SylvanLaureate Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SYLV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W ZENTZ | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203175000031 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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 | $4,949,409 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,778 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,778 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,946 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,535 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,845,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,535 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $387,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $34,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,442 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $318 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,784 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,784 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,071,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,071,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,138,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,097,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$751,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $352,524 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $206,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,086 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $699,329 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,325,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,763,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,704,323 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $527,875 | CorporateBondsBOYAmt |
| Total Assets BOY | $4,760,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,008,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,949,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,760,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,008,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,760,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,008,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,760,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,008,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,760,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$751,448 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,008,604 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,008,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,845,809 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,563,274 | CostOrOtherBasisAmt |
| Gain Or Loss | $282,535 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $282,535 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,535 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,578,116 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,793,362 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.272401 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,224,969 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,487,257 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.342975 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,351,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,358,638 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.369867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,406,561 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,598,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.279891 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,817,273 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,954,107 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.165899 | DistributionYr5Rt |
| Total Distribution | 1.431033 | TotalDistributionRt |
| Average Distribution | 0.286207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,928,164 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,410,475 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,414,000 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,097,784 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,050 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,050 | SubtotalAmt |
| Tax Based On Investment Income | $7,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,050 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas Becker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Trustee | 1.0 | $0 | $0 | $0 |
| R Christopher Hoehn-Saric | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | First VP, Trustee | 1.0 | $0 | $0 | $0 |
| B Lee McGee | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Eilif Serck-Hanssen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Robert W Zentz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Second VP, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,656,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $346,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,003,212 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,003,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,928,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,050 | TotalTaxAmt |
| Distributable Before Adj | $239,358 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,358 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,097,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,097,784 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,097,784 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,358 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,289,429 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,993,420 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,041,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,905,196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,298,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,527,227 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,097,784 | QualifyingDistributionsAmt |
| Applied To Current Year | $239,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $858,426 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,385,653 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,289,429 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,096,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,993,420 | ExcessFromYear4Amt |
| Excess From Year3 | $2,041,166 | ExcessFromYear3Amt |
| Excess From Year2 | $1,905,196 | ExcessFromYear2Amt |
| Excess From Year1 | $1,298,016 | ExcessFromYear1Amt |
| Excess From Current Year | $858,426 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 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 HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | Charitable Event | $25,000 | |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | ||||||||
| 360 E CORONADO RD STE 140 | PHOENIX | AZ | 85004 | N/A | PC | Charitable Event | $1,000 | |
| ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE INC | ||||||||
| 190 W OSTEND ST STE 210 | BALTIMORE | MD | 21230 | N/A | PC | General & Unrestricted | $5,000 | |
| BALTIMORE CHILDRENS MUSEUM INC | ||||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $50,000 | |
| BALTIMORE CHILDRENS MUSEUM INC | ||||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | PC | New Education Director Hiring Fund | $30,000 | |
| BALTIMORE COMMUNITY FOUNDATION INC | ||||||||
| 2 E READ ST 9TH FL | BALTIMORE | MD | 21202 | N/A | PC | Principal Development / Endowment projects | $20,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC | ||||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $5,000 | |
| BALTIMORE SCHOOL FOR THE ARTS FDN INC | ||||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | SO II | Charitable Event | $10,000 | |
| BALTIMORE SYMPHONY ORCHESTRA INC | ||||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PC | 2019 Education Outreach Program | $10,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | N/A | PC | Corporate Internship Program | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE STE 1100 N | BETHESDA | MD | 20814 | N/A | PC | Charitable Event | $7,500 | |
| ELIJAH CUMMINGS YOUTH PROGRAM IN ISRAEL INC | ||||||||
| 5750 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | N/A | PC | General & Unrestricted | $5,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE INC | ||||||||
| 800 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $5,000 | |
| GLOBAL CITIZEN YEAR INCORPORATED | ||||||||
| 1625 CLAY ST STE 400 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $25,000 | |
| INTERNATIONAL YOUTH FOUNDATION | ||||||||
| ONE E PRATT ST STE 701 | BALTIMORE | MD | 21202 | N/A | PC | 2019 YouthActionNetwork Program | $500,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES ST 146 GARLAND HALL | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $5,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES ST 146 GARLAND HALL | BALTIMORE | MD | 21218 | N/A | PC | John N. Aucott MD's Research Fund in Department of Medicine, Harry C. Dietz III MD's Research Fund at Institute of Genetic Medicine | $25,000 | |
| KENNEDY KRIEGER FOUNDATION INC | ||||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | N/A | PC | Charitable Event | $10,000 | |
| LIVING CLASSROOMS FOUNDATION INC | ||||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | N/A | PC | Charitable Event | $10,000 | |
| NEW LEADERS | ||||||||
| 30 W 26TH ST 10TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $15,000 | |
| ONEPEOPLE INC | ||||||||
| 152 MADISON AVE STE 200 | NEW YORK | NY | 10016 | N/A | POF | Expenditure Responsibility Grant | $50,000 | |
| PLANNED PARENTHOOD OF MARYLAND INC | ||||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC | ||||||||
| 1 AISQUITH ST | BALTIMORE | MD | 21202 | N/A | PC | Room Sponsorship Fund in the name of Sylvan/Laureate Foundation | $25,000 | |
| SPECIAL OLYMPICS MARYLAND INC | ||||||||
| 3701 COMMERCE DR STE 103 | BALTIMORE | MD | 21227 | N/A | PC | Charitable Event | $7,500 | |
| STRONG CITY BALTIMORE | ||||||||
| 2101 E BIDDLE ST | BALTIMORE | MD | 21213 | N/A | PC | Baltimore Corps Fund | $25,000 | |
| SUNRISE DAY CAMPS ASSOCIATION INC | ||||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | PC | Charitable Event | $10,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $50,000 | |
| THE FAMILY TREE INC | ||||||||
| 2108 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | PC | Charitable Event | $10,000 | |
| THE RICHARD W RILEY INSTITUTE OF GOVERNMENT | ||||||||
| politics and public leadership fur | GREENVILLE | SC | 29613 | N/A | PC | Capital Campaign | $50,000 | 3300 POINSETT HWY |
| THE UNITED WAY OF CENTRAL MARYLAND INC | ||||||||
| 1800 WASHINGTON BLVD STE 340 | BALTIMORE | MD | 21230 | N/A | PC | United for Change Campaign | $25,000 | |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION | ||||||||
| 900 ELKRIDGE LANDING RD-3RD FL | LINTHICUM | MD | 21090 | N/A | PC | Becker family and Sylvan/Laureate Foundation Fund to combat hematologic cancers | $25,000 | |
| YOUNG AUDIENCES OF MARYLAND INC | ||||||||
| 2600 N HOWARD ST STE 1300 | BALTIMORE | MD | 21218 | N/A | PC | Teaching Artist Institute | $5,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF CENTRAL | ||||||||
| maryland inc | BALTIMORE | MD | 21204 | N/A | PC | Charitable Event | $10,000 | 303 W CHESAPEAKE AVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,071,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,778 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $282,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PRECEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $387,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,301 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONEPEOPLE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 MADISON AVE STE 200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-03-27 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | To Support the DC Conference | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | expected in 2020 | DatesOfReportsByGranteeTxt |
| Results Of Verification | none necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $8,310 | $18,320 |
| ADOBE SYSTEMS, INC | $8,448 | $21,108 |
| AGILENT TECHNOLOGIES INC | $7,043 | $7,849 |
| ALIBABA GROUP HOLDING LTD | $30,579 | $41,360 |
| ALPHABET INC CL A | $15,936 | $30,806 |
| ALPHABET INC CL C | $26,405 | $49,470 |
| AMAZON COM | $23,577 | $48,044 |
| AMERICAN TOWER REIT INC | $6,764 | $12,410 |
| AMERIPRISE FINANCIAL INC | $11,776 | $20,156 |
| AMPHENOL CORPORATION | $7,350 | $17,966 |
| ANALOG DEVICES INC | $5,403 | $5,942 |
| ANTHEM INC | $12,038 | $19,028 |
| APPLE INC | $13,135 | $34,651 |
| APTIV PLC | $2,187 | $2,849 |
| ARTISAN HIGH INCOME FUND CLASS | $130,336 | $133,909 |
| ARTISAN INTERNATIONAL VALUE FU | $168,738 | $178,699 |
| ASPEN TECHNOLOGY, INC | $4,322 | $6,047 |
| AUTODESK, INC | $24,417 | $31,739 |
| BALL CP | $3,323 | $5,432 |
| BANK OF AMERICA CORP | $24,703 | $35,502 |
| BERKSHIRE HATHAWAY INC. CLASS | $22,643 | $39,411 |
| BIO RAD LABS INC CL A | $6,265 | $6,291 |
| BOOKING HOLDINGS INC | $33,030 | $45,182 |
| BROADCOM INC | $12,115 | $15,169 |
| BROWN ADVISORY SMALL-CAP FUNDA | $219,742 | $277,698 |
| BROWN ADVISORY SOMERSET EMERGI | $92,273 | $93,583 |
| BROWN ADVISORY STRATEGIC BOND | $400,767 | $396,706 |
| BROWN ADVISORY STRATEGIC EUROP | $168,866 | $175,033 |
| BROWN ADVISORY TOTAL RETURN IN | $1,241,851 | $1,282,778 |
| BROWN FORMAN CORP CL B | $12,018 | $17,035 |
| BROWNIA SMALL-CAP GROWTH FUND | $192,041 | $265,642 |
| BWX TECHNOLOGIES INC | $9,797 | $10,740 |
| CANADIAN NATL RAILWAY CO | $6,724 | $10,944 |
| CARMAX INC | $19,166 | $30,071 |
| CHARLES SCHWAB CORP | $14,025 | $21,782 |
| CIMAREX ENERGY CO | $12,827 | $8,293 |
| CINTAS CRP | $12,742 | $19,374 |
| CONAGRA FOODS INC | $16,854 | $16,983 |
| COSTCO WHOLESALE CORPORATION | $7,727 | $14,402 |
| CROWN CASTLE INTL | $6,109 | $10,093 |
| DANAHER CORP | $16,146 | $29,775 |
| DELTA AIR LINES INC | $14,512 | $15,673 |
| DEXCOM, INC | $4,988 | $21,437 |
| DFA EMERGING MARKETS SMALL CAP | $30,927 | $29,822 |
| ECOLAB INC | $5,103 | $7,913 |
| EDWARDS LIFESCIENCES | $20,475 | $54,357 |
| ELECTRONIC ARTS | $20,680 | $20,104 |
| ESTEE LAUDER COMPANIES INC | $9,307 | $20,447 |
| ETSY INC | $4,866 | $3,677 |
| FACEBOOK INC | $26,444 | $36,124 |
| FORTIVE CORPORATION | $19,529 | $25,056 |
| GEN DYNAMICS CP | $7,217 | $8,994 |
| GENPACT LIMITED | $8,037 | $17,880 |
| HOME DEPOT INC | $4,739 | $5,678 |
| IDEXX CORP | $4,236 | $6,006 |
| ILLUMINA INC COM | $22,311 | $24,217 |
| INTUIT | $16,443 | $29,860 |
| INTUITIVE SURGICAL | $7,080 | $22,464 |
| JP MORGAN CHASE | $16,970 | $33,874 |
| KINDER MORGAN INC | $14,163 | $17,571 |
| KKR & CO INC | $11,629 | $12,776 |
| L3HARRIS TECHNOLOGIES | $10,545 | $10,289 |
| LOWES COMPANIES INC | $21,241 | $35,090 |
| MARRIOTT INTERNATIONAL INC. CL | $5,753 | $6,511 |
| MARVELL TECHNOLOGY GROUP LTD | $4,381 | $6,135 |
| MASTERCARD INC | $15,881 | $52,552 |
| MERCK & CO INC | $4,306 | $8,186 |
| MICROSOFT CORP | $38,721 | $89,258 |
| MONOLITHIC POWER SYSTEMS, INC | $4,523 | $7,121 |
| NIKE INC-CL B | $2,825 | $2,837 |
| NOMAD FOODS LIMITED | $12,352 | $17,314 |
| NORDSON CP | $5,718 | $7,165 |
| NXP SEMICONDUCTORS | $10,995 | $15,653 |
| PAYPAL HOLDINGS, INC | $14,582 | $38,833 |
| ROPER INDUSTRIES | $12,152 | $22,671 |
| SALESFORCE.COM | $12,297 | $24,559 |
| SBA COMMUNICATIONS CORP | $21,708 | $40,004 |
| SHERWIN-WILLIAMS CO | $16,541 | $23,925 |
| STERICYCLE INC | $12,708 | $15,442 |
| SUNCOR ENERGY INC | $14,580 | $12,923 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $7,564 | $12,027 |
| THE HAIN CELESTIAL GROUP, INC | $7,314 | $7,866 |
| THERMO FISHER SCIENTIFIC INC | $18,501 | $36,385 |
| TJX COMPANIES INC | $21,213 | $33,217 |
| TYLER TECHNOLOGIES, INC | $4,383 | $7,801 |
| UNILEVER N V N Y | $4,841 | $5,171 |
| UNITED RENTALS INC | $4,929 | $11,340 |
| UNITED TECHNOLOGIES CORP | $10,781 | $13,628 |
| UNITEDHEALTH GROUP INC | $29,559 | $42,039 |
| VERISK ANALYTICS, INC | $6,176 | $9,707 |
| VISA INC | $34,434 | $99,963 |
| WALT DISNEY HOLDINGS CO | $10,206 | $14,752 |
| WELLS FARGO & CO | $15,155 | $16,140 |
| WEST PHARMA SVCS INC | $4,748 | $6,765 |
| ZOETIS INC | $13,731 | $28,852 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,784 | $26,784 | |
| Bank Charges | $17 | $17 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $42 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $34,442 | Amt |
| Net Investment Income | $34,442 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $4,800 | |
| 990-PF Excise Tax for 2018 | $1,388 | |
| Foreign Tax Paid | $318 | $318 |
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