DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-06
IRS object ID
201923109349100627
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-06T12:38:24-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522174671PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATAPCO FINANCIAL SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One South Street Ste 2950AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212023298ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521489400EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1David&Barbara B HirschhornBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone4103477114PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o AFS One South St No 2950AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212023298ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnne A PattersonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4103477114PhoneNum
Signature2019-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSandra L GlockPreparerPersonNm
PTINP00251373PTIN
Phone4103477120PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address128.177.116.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-06IPDt
IP Tm12:38:05IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8121CA463AABFA4EFE5158FD2073B628CA1C8F6DAtSubmissionCreationDeviceId
At Submission Filing Device Id5D794220C68C161820A811785299AFD302F4C684AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$44,699,060FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,795,761ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$602InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$602InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$787,588DividendsRevAndExpnssAmt
Dividends Net Invst Incm$787,588DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,094,061NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,039,927GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,094,061CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$210,998OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,385OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,889,010TotalRevAndExpnssAmt
Total Net Invst Incm$4,887,636TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$103,276OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$103,276OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$23,088PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$23,088PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$70,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$42,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$44,637OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,637OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$135,402TaxesRevAndExpnssAmt
Taxes Net Invst Incm$52,832TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$16,835OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$16,835OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$538TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$538TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,459OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,459OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$398,235TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$125,469TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$190,196TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,925,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,925,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,323,885TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$125,469TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,115,846TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,565,125ExcessRevenueOverExpensesAmt
Net Investment Income$4,762,167NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$510,845SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,143,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,143,672SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$33,066,221OtherInvestmentsBOYAmt
Other Investments EOY$39,750,027OtherInvestmentsEOYAmt
Other Investments EOYFMV$43,552,146OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$3,242OtherAssetsEOYAmt
Other Assets EOYFMV$3,242OtherAssetsEOYFMVAmt
Total Assets BOY$33,577,066TotalAssetsBOYAmt
Total Assets EOY$40,896,941TotalAssetsEOYAmt
Total Assets EOYFMV$44,699,060TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$33,577,066CapitalStockBOYAmt
Capital Stock EOY$33,577,066CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$7,319,875RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$33,577,066TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,896,941TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,577,066TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,896,941TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,577,066TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,565,125ExcessRevenueOverExpensesAmt
Other Increases$1,713OtherIncreasesAmt
Subtotal$41,143,904SubtotalAmt
Other Decreases$246,963OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$40,896,941TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
Axiom Asia IIP2017-01-012018-12-31$65,170$65,170$65,170
Axiom Asia IVP2017-01-012018-12-31$1,929$1,929$1,929
BP PLC2018-04-252018-04-26$252,890$252,157$252,157$733
Capital Group Int'l Eqty Fund2017-12-282018-03-30$2,283,203$642,478$642,478$1,640,725
DFA Emerging Mkts Value2017-12-152018-06-05$778,508-$101,796-$101,796$880,304
Discovery Eqty Partners2010-08-022018-10-31$719,041$719,041$719,041
Dodge & Cox Int'l Stock2017-12-212018-05-29$750,000$133,562$133,562$616,438
GolubP2017-01-012018-12-31$603,748$603,748$603,748
Harrison Street VP2017-01-012018-12-31$3,105$3,105$3,105
Invesco FTSE RAFI US 15002018-09-072018-10-17$548,764-$51,072-$51,072$599,836
Ishares MSCI EAFE Index2017-05-302018-05-29$500,035$16,892$16,892$483,143
Ishares MSCI EAFE Index2017-05-302018-09-18$2,477,976$40,329$40,329$2,437,647
Madison VIP2017-01-012018-12-31$12,810$12,810$12,810
MesirowP2017-01-012018-12-31$119,095$119,095$119,095
Ocean Avenue IIIP2017-01-012018-12-31$31,230$31,230$31,230
Oaktree Emerging Mrkts AbsoluteP2015-07-012018-09-30$421,181$11,213$11,213$409,968
PEP VP2017-01-012018-12-31-$17,835-$17,835$17,835
PerennialP2017-01-012018-12-31$5,645$5,645$5,645
Pimco All Asset2016-03-162018-05-31$422,959-$61,856-$61,856$484,815
Pimco Low Duration2018-05-012018-05-30$1,029,029-$8,298-$8,298$1,037,327
Prime Finance IIP2017-01-012018-12-31$1,593$1,593$1,593
Prime Finance II - Loss on DispositionP2017-01-012018-12-31-$1,713-$1,713$1,713
Prime IVP2017-01-012018-12-31$34$34$34
Renaissance Insitutional EquitiesP2017-01-012018-12-31$6,787$6,787$6,787
SOI 10th JubileeP2016-04-082018-04-02$25,000$0$0$25,000
Taconic CRE DislocationP2017-01-012018-12-31$33,688$33,688$33,688
Vanguard Index FDS2012-12-202018-05-29$1,500,249$703,632$703,632$796,617
Vanguard Index FDS2012-12-202018-06-22$500,382$243,019$243,019$257,363
Vanguard Scottsdale Fds2018-09-192018-11-21$150,000$226$226$149,774
VIA VII-VAP2017-01-012018-12-31$37,110$37,110$37,110
Vulcan Value Part Sm Cap2017-12-222018-10-17$570,704$16,132$16,132$554,572
Vulcan Value Part Sm Cap2017-12-222018-09-07$600,000$47,944$47,944$552,056
W Capital Partners IIIP2017-01-012018-12-31$40,519$40,519$40,519
RCP FD V - Distribution in Excess of BasisP2017-01-012018-12-31$55,212$55,212$55,212
Lexington VII - Distribution in Excess of BasisP2017-01-012018-12-31$91,125$91,125$91,125
RCP FD VI - Distribution in Excess of BasisP2017-01-012018-12-31$168,445$168,445$168,445
Capital Gains DividendsP$232,761$232,761$232,761
FieldValueIRS element (for citing)
Capital Gain Net Income$4,094,061CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,998,509AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$41,055,069NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048679DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,109,398AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,262,783NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055129DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,706,982AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$40,472,293NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066885DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,394,605AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$41,496,522NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057706DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,355,564AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$39,558,490NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059546DistributionYr5Rt
Total Distribution0.287945TotalDistributionRt
Average Distribution0.057589AverageDistributionRt
Net Vl Noncharitable Assets$44,266,400NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,549,258AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$47,622NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,596,880AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,115,846QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$95,243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$95,243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$95,243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$66,515EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$86,515TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$336EsPenaltyAmt
Tax Due$9,064TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.blaufund.orgWebsiteAddressTxt
Individual With BooksJennifer L Bove CPAIndividualWithBooksNm
Phone4103477205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1c/o AFS One South St 2950AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL B HIRSCHHORN
ONE SOUTH STREET STE 2950BALTIMOREMD21202TRUSTEE AND PRESIDENT0.00$0$0$0
MICHAEL J HIRSCHHORN
ONE SOUTH STREET STE 2950BALTIMOREMD21202TRUSTEE AND VICE PRESIDENT0.00$0$0$0
DEBORAH H VOGELSTEIN
ONE SOUTH STREET STE 2950BALTIMOREMD21202TRUSTEE AND VICE PRESIDENT0.00$0$0$0
SARAH H SHAPIRO
ONE SOUTH STREET STE 2950BALTIMOREMD21202TRUSTEE AND VICE PRESIDENT0.00$0$0$0
Betsy F Ringel
ONE SOUTH STREET STE 2950BALTIMOREMD21202SECRETARY0.00$0$0$0
ANNE A PATTERSON
ONE SOUTH STREET STE 2950BALTIMOREMD21202ASSISTANT SECRETARY0.00$0$0$0
Jill R Robinson
ONE SOUTH STREET STE 2950BALTIMOREMD21202ASSISTANT SECRETARY0.00$0$0$0
Stephen J Bass
ONE SOUTH STREET STE 2950BALTIMOREMD21202Treasurer0.00$0$0$0
Anne L Shelton
ONE SOUTH STREET STE 2950BALTIMOREMD21202ASSISTANT TREASURER0.00$0$0$0
SANDRA L GLOCK
ONE SOUTH STREET STE 2950BALTIMOREMD21202ASSISTANT TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Atapco Financial Services
One South Street Ste 2950BaltimoreMD21202Acct, Tax & Invest$70,000
Greycourt
607 College AvenuePittsburghPA15232Investment Managemt$45,687
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$42,740,080AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,200,428AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,940,508TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,940,508AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$674,108CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,266,400NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,213,320MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,213,320MinimumInvestmentReturnAmt
Tax Based On Investment Income$95,243TaxBasedOnInvestmentIncomeAmt
Total Tax$95,243TotalTaxAmt
Distributable Before Adj$2,118,077DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,118,077DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,118,077DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,115,846ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,115,846QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,115,846AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,118,077DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$401,702ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$355,328ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$700,927ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$206,974ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,664,931TotalExcessDistributionCyovAmt
Qualifying Distributions$2,115,846QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,115,846AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,231ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,231ExcessDistributionCyovAppCYAmt
Total Corpus$1,662,700TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$399,471ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,263,229ExcessDistriCyovToNextYrAmt
Excess From Year4$355,328ExcessFromYear4Amt
Excess From Year3$700,927ExcessFromYear3Amt
Excess From Year2$206,974ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDaniel B Hirschhorn co Ms Betsy RinRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1BPG One South St Suite 2900AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4103477201RecipientPhoneNum
Form And Info And MaterialsLetterFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsThis organization does not make gifts or grants to individuals.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Abilities Network
8503 LaSalle RoadTowsonMD212865926N/A501(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 AvenueBaltimoreMD21215N/A501(c)(3)general support to match funding from Debs and Joe Weinberg$32,500
Ahavas Yisrael Charity Fund
115 Sudbrook Lane Suite EBaltimoreMD21208N/A501(c)(3)general support$5,000
American Friends of Meir Panim Inc
5316 New Utecht AvenueBrooklynNY11219N/A501(c)(3)general support$20,000
The American Jewish Committee
The Jacob Blaustein Building 165New YorkNY100222746N/A501(c)(3)general support for Project Interchange$60,000East 56 Street
American Jewish World Service
45 West 36th Street 10th FloorNew YorkNY100187904N/A501(c)(3)general support$45,000
American Supporters of Yedid
492c Cedar Lane 335TeaneckNJ07666N/A501(c)(3)general support$5,000
American Visionary Art Museum Inc
800 Key HighwayBaltimoreMD212303940N/A501(c)(3)general support$25,000
The Arc of Baltimore
7215 York RoadBaltimoreMD212124499N/A501(c)(3)support for the Bay Buddies summer camp program$7,500
Art with a Heart Inc
Mill No 1 3000 Falls RoadBaltimoreMD21211N/A501(c)(3)general support$40,000
The Associated Jewish Community Federation of Baltimore Inc
101 West Mount Royal AvenueBaltimoreMD212015781N/A501(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 631BaltimoreMD21202N/A501(c)(3)support for the Senior Legal Services program$10,000
Baltimore Community Foundation Inc
2 East Read Street 9th FloorBaltimoreMD212022470N/A501(c)(3)support for the travel project in partnership with Oranim International School$4,000
The Baltimore Symphony Orchestra
1212 Cathedral StreetBaltimoreMD212015545N/A501(c)(3)support for the OrchKids 2019 summer program$10,000
BellXcel
1500 Union Avenue Suite 1000BaltimoreMD21211N/A501(c)(3)support for the 2018 Summer Program$10,000
Benefits Data Trust
Centre Square West 1500 MarketPhiladelphiaPA19102N/A501(c)(3)support for the ""MD Benefits Center"" project$15,000Street Suite 2800
Beth Tfiloh Congregation
3300 Old Court RoadBaltimoreMD21208N/A501(c)(3)general support through sponsorship of Spotlight 2019$15,000
Beth Tfiloh Congregation
3300 Old Court RoadBaltimoreMD21208N/A501(c)(3)general support through sponsorship of Spotlight 2018, honoring Debbie and Kenny Vogelstein$32,000
Bowery Residents' Committee Inc
131West 25th Street 12th FloorNew YorkNY10001N/A501(c)(3)general support$12,500
Business & Human Rights Resource Centre
120 Wall Street 16th FloorNew YorkNY100054027N/A501(c)(3)general support$10,000
CASA of Baltimore County Inc
305 West Chesapeake Avenue SuiteTowsonMD212044435N/A501(c)(3)general support$7,500117
Center for Urban Families Inc
2201 North Monroe StreetBaltimoreMD21217N/A501(c)(3)general support$15,000
Central Europe Center for Research and Documentation
1141 Loxford TerraceSilver SpringMD20901N/A501(c)(3)general support$5,000
Chabad-Lubavitch of Maryland Inc
6701 Old Pimlico RoadBaltimoreMD21209N/A501(c)(3)general support$9,000
Chai Lifeline Inc
151 West 30th Street Floor 3New YorkNY100014007N/A501(c)(3)support for the Mid-Atlantic regional office$20,000
Chai Lifeline Inc
151 West 30th Street Floor 3New YorkNY100014007N/A501(c)(3)support for Camp Simcha$10,000
Chizuk Amuno Congregation
8100 Stevenson RoadBaltimoreMD21208N/A501(c)(3)support for the scholarship endowment fund and support for current scholarship needs while the endowment grows at Krieger Schechter Day School$42,000
Chizuk Amuno Congregation
8100 Stevenson RoadBaltimoreMD21208N/A501(c)(3)support for the Community Partnership Programs Initiative at Krieger Schechter Day School$10,000
The Circus Barn Incorporated
1 Circus RoadGreensboroVT05841N/A501(c)(3)general support$5,000
City Neighbors Foundation
4301 Raspe AvenueBaltimoreMD212061913N/A501(c)(3)support for the Malone Memorial Playground and Community Park$5,000
Civic Works Inc
2701 Saint Lo DriveBaltimoreMD21213N/A501(c)(3)support for the Baltimore Conservation Leadership Corps$15,000
COLAB Theater Group
PO Box 727New YorkNY101080727N/A501(c)(3)general support$2,500
Committee for Accuracy in Middle East Reporting in America
PO Box 35040BostonMA02135N/A501(c)(3)general support$5,000
Community Law Center Inc
3355 Keswick Road Suite 200BaltimoreMD212112601N/A501(c)(3)general support$7,500
Congregation Ahavas Sholom
145 BroadwayNewarkNJ071043840N/A501(c)(3)annual support$2,500
Congregation B'nai Jeshurun
270 West 89th StreetNew YorkNY10024N/A501(c)(3)general support through sponsorship of the BJ Sanctuary Centennial Gala$5,000
Connecticut College
270 Mohegan AvenueNew LondonCT063204196N/A501(c)(3)support for the 2018-2019 Annual Fund$25,000
Digital Harbor Foundation
1045 Light StreetBaltimoreMD21230N/A501(c)(3)support for the STEM Summer Maker Camp$12,500
Dyslexia Tutoring Program Inc
The Rotunda Suite 310 711 West 40thBaltimoreMD212112109N/A501(c)(3)support for the summer camp program$15,000Street
EDGE Funders Alliance
Box 559 60 29th StreetSan FranciscoCA94110N/A501(c)(3)general support$2,500
Elijah Cummings Youth Program in Israel Inc
5750 Park Heights AvenueBaltimoreMD21215N/A501(c)(3)general support$25,000
EMpower-The Emerging Markets Foundation
111 John Street Suite 2410New YorkNY10038N/A501(c)(3)general support$15,000
Encounter Programs Inc
25 Broadway Suite 1700New YorkNY100041010N/A501(c)(3)general support$7,500
Enoch Pratt Free Library of Baltimore City
400 Cathedral StreetBaltimoreMD212014484N/A501(c)(3)support for child and teen literacy initiatives$25,000
Farm & Wilderness Foundation Inc
263 Farm Wilderness RoadPlymouthVT05056N/A501(c)(3)support for the scholarship endowment funds and direct scholarships$33,000
Food Allergy Research & Education
7925 Jones Branch Drive Suite 1100McLeanVA22102N/A501(c)(3)general support$2,500
Foundation for Baltimore County Public Library
320 York RoadTowsonMD212045179N/A501(c)(3)general support$2,500
Fund for Educational Excellence
800 North Charles Street Suite 400BaltimoreMD21201N/A501(c)(3)support for CHARM and its Young Writers and Artists Workshops$10,000
Fund for Global Human Rights
1301 Connecticut Avenue NW SuiteWashingtonDC20036N/A501(c)(3)general support$5,000400
Global Camps Africa
11911 Freedom Drive 850RestonVA20190N/A501(c)(3)support for residential camp programs in Africa for children affected by HIV/AIDS$8,500
Global Greengrants Fund
2840 Wilderness Place Suite ABoulderCO803015414N/A501(c)(3)general support$5,000
Goucher College
1021 Dulaney Valley RoadBaltimoreMD212042794N/A501(c)(3)support for the Goucher Prison Education Partnership$5,000
Halachic Organ Donor Society
PO Box 693New YorkNY101080693N/A501(c)(3)general support$10,000
The Hearing and Speech Agency of Metro Baltimore Inc
Harry Jeanette Weinberg BuildingBaltimoreMD21215N/A501(c)(3)support for the Charitable Care Fund$20,0005900 Metro Drive
Helping Up Mission
1029 East Baltimore StreetBaltimoreMD212024705N/A501(c)(3)general support$15,000
Hide and Seek Foundation
6475 East Pacific Coast HighwayLong BeachCA90803N/A501(c)(3)support for the SOAR/NPC Collaborative$5,000Suite 466
Higher Achievement Program
1500 Union Avenue Suite 2600BaltimoreMD21211N/A501(c)(3)support for the Summer Academy$17,500
Homeless Persons Representation Project
201 North Charles Street Suite 1104BaltimoreMD21201N/A501(c)(3)support for the Homeless Youth Initiative$12,500
Honest Reporting
165 East 56th Street 2nd FloorNew YorkNY100222709N/A501(c)(3)general support$5,000
HopeWell Cancer Support
PO Box 755BrooklandvilleMD21022N/A501(c)(3)general support$25,000
Horizon Day Camp
8 Market Place Suite 331BaltimoreMD21202N/A501(c)(3)general support$10,000
Institute for Islamic Christian and Jewish Studies Inc
956 Dulaney Valley RoadBaltimoreMD212042633N/A501(c)(3)support for the annual fund$7,500
Institute for Islamic Christian and Jewish Studies Inc
956 Dulaney Valley RoadBaltimoreMD212042633N/A501(c)(3)support for the community outreach and education endowment and support for the ""Imagining Justice in Baltimore"" initiative$80,000
Interfaith Youth Core
141 West Jackson Boulevard SuiteChicagoIL60604N/A501(c)(3)general support$25,0003200
Israel Guide Dog Center for the Blind
968 Easton Road Suite HWarringtonPA18976N/A501(c)(3)general support$10,000
Itineris Foundation
2050-A Rockrose AvenueBaltimoreMD21211N/A501(c)(3)general support$5,000
Itineris Foundation
2050-A Rockrose AvenueBaltimoreMD21211N/A501(c)(3)capital support for the purchase and renovation of the current facility$34,000
JBI International Inc
110 East 30th StreetNew YorkNY200267375N/A501(c)(3)general support$2,500
Jewish Community Center of Baltimore Inc
3506 Gwynnbrook AvenueOwings MillsMD21117N/A501(c)(3)general support$20,000
Jewish Community Center of Baltimore Inc
3506 Gwynnbrook AvenueOwings MillsMD21117N/A501(c)(3)support for HaZamir Baltimore for the 2019 season$5,000
Jewish Community Foundation of MetroWest New Jersey
901 Route 10WhippanyNJ079811156N/A501(c)(3)supplementary support for the Amelia and Ephraim Hirschhorn Senior Adult Jewish Education Program$5,000
Jewish Teen Advancement Program Inc
6305 Red Cedar PlaceBaltimoreMD212093829N/A501(c)(3)general support$4,000
Job Opportunities Task Force Inc
201 North Charles Street Suite 2404BaltimoreMD212014110N/A501(c)(3)general support$15,000
Junior Achievement of Central Maryland Inc
10711 Red Run Boulevard Suite 110Owings MillsMD21117N/A501(c)(3)support for summer programming for Baltimore City students$4,000
The Lambi Fund of Haiti
1050 Connecticut Avenue NW 10thWashingtonDC20036N/A501(c)(3)general support$5,000Floor
Legal Aid Bureau Inc
500 East Lexington StreetBaltimoreMD21202N/A501(c)(3)support for the Lawyer in the Library program in Baltimore County$7,500
Legal Aid Bureau Inc
500 East Lexington StreetBaltimoreMD21202N/A501(c)(3)support for the Long Term Care Assistance Project$25,000
Let's Breakthrough Inc
4 West 43rd Street Suite 715New YorkNY10036N/A501(c)(3)general support$15,000
LifeBridge Health
2401 West Belvedere AvenueBaltimoreMD212155271N/A501(c)(3)general support through sponsorship of the Race for Our Kids$2,500
Literacy Assistance Center Inc
85 Broad Street 27th FloorNew YorkNY10004N/A501(c)(3)general support$35,000
The Literacy Lab
1003 K Street NW Suite 500WashingtonDC200014446N/A501(c)(3)general support for programming in Baltimore City$20,000
Maryland Book Bank
PO Box 41551BaltimoreMD21203N/A501(c)(3)general support$15,000
Maryland Family Network Inc
1001 Eastern Avenue 2nd FloorBaltimoreMD212024325N/A501(c)(3)general support$10,000
Maryland Food Bank Inc
2200 Halethorpe Farms RoadBaltimoreMD21227N/A501(c)(3)general support$25,000
The Maryland School for the Blind
3501 Taylor AvenueBaltimoreMD212364499N/A501(c)(3)support for the Jana Goshen McGeachy Fund$2,500
Meals on Wheels of Central Maryland Inc
515 South Haven StreetBaltimoreMD212244239N/A501(c)(3)general support$17,500
Morningside Center for Teaching Social Responsibility
475 Riverside Drive Suite 550New YorkNY10115N/A501(c)(3)general support$15,000
Moveable Feast
PO Box 2298BaltimoreMD212032298N/A501(c)(3)general support$15,000
My Sister's Circle
PO Box 84TimoniumMD21094N/A501(c)(3)general support$7,500
MYLAW Maryland Youth & the Law
Maryland Bar Center 4th Floor 520BaltimoreMD21201N/A501(c)(3)support for the Law Links 2018 High School Summer Internship program$5,000West Fayette Street
National Inventors Hall of Fame
3701 Highland Park NWNorth CantonOH447204535N/A501(c)(3)support for the ""Camp Invention"" program in partnership with the Ingenuity Project$5,000
National Inventors Hall of Fame
3701 Highland Park NWNorth CantonOH447204535N/A501(c)(3)support for the ""Camp Invention"" program in partnership with the Ingenuity Project$7,500
North American Friends of Oranim Inc
1111 East Fairy Chasm RoadMilwaukeeWI532171427N/A501(c)(3)support for the Galilee Dreamers program$18,000
North Star Fund
520 Eighth Avenue Floor 22New YorkNY10018N/A501(c)(3)general support$10,000
The Park School
2425 Old Court RoadBaltimoreMD212083430N/A501(c)(3)general support$20,000
The Park School
2425 Old Court RoadBaltimoreMD212083430N/A501(c)(3)general support through sponsorship of the 2018 Auction$10,000
The Park School
2425 Old Court RoadBaltimoreMD212083430N/A501(c)(3)support for the Hilda Katz Blaustein Memorial Financial Aid Fund$100,000
Parks & People Foundation for Baltimore Recreation & Parks
2100 Liberty Heights AvenueBaltimoreMD212172072N/A501(c)(3)support for Super Kids Camp 2018 and 2019$15,000
Partners in Care
8151-C Ritchie HighwayPasadenaMD211223940N/A501(c)(3)support for the Ride Partners program$15,000
Penn Hillel
215 South 39th StreetPhiladelphiaPA19104N/A501(c)(3)support for Penn Hillel$10,000
Penn Hillel
215 South 39th StreetPhiladelphiaPA19104N/A501(c)(3)support for the Encompass Fellowship, an interfaith trip for UPenn students exploring Israel and the Israeli-Palestinian conflict$10,000
Pikesville Volunteer Fire Co Inc
40 East Sudbrook LanePikesvilleMD212084013N/A501(c)(3)support for a replacement fire engine$10,000
Planned Parenthood of Maryland Inc
330 North Howard StreetBaltimoreMD21201N/A501(c)(3)support for Education and Training programs for young people$15,000
READ Global
PO Box 29286San FranciscoCA941290286N/A501(c)(3)general support$4,000
Reading Partners
180 Grand Avenue Suite 800OaklandCA94612N/A501(c)(3)support to offer reading tutoring in Baltimore City public schools$17,500
Reading Partners
180 Grand Avenue Suite 800OaklandCA94612N/A501(c)(3)support to offer reading tutoring in Baltimore City public schools$20,000
The Red Devils
PO Box 36291TowsonMD21286N/A501(c)(3)general support$4,000
Rosedale Freedom Project
705 Front Street PO Box 21RosedaleMS387690021N/A501(c)(3)support to facilitate dialogue between Park School students and Freedom Fellows$7,650
The Shalom Center
6711 Lincoln DrivePhiladelphiaPA19119N/A501(c)(3)general support$2,500
Shoresh Inc
3723 Old Court Road Suite 206BaltimoreMD21208N/A501(c)(3)support for scholarships to enable disadvantaged children to attend camp$17,500
Sisterhood of Salaam Shalom
PO Box 7117North BrunswickNJ088521909N/A501(c)(3)general support$25,000
Soaringwords Inc
54 West 40th StreetNew YorkNY10118N/A501(c)(3)general support$10,000
South Baltimore Learning Center
28 East Ostend StreetBaltimoreMD212304209N/A501(c)(3)general support$30,000
The Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104N/A501(c)(3)general support$5,000
St Ambrose Housing Aid Center
321 East 25th StreetBaltimoreMD21218N/A501(c)(3)support for the Homesharing Program$15,000
St Paul's School
11152 Falls Road PO Box 8100BrooklandvilleMD210228100N/A501(c)(3)support for the Bridges program$20,000
Strong City Baltimore Inc
3503 North Charles StreetBaltimoreMD212182405N/A501(c)(3)support for the Adult Learning Center$25,000
Strong City Baltimore Inc
3503 North Charles StreetBaltimoreMD212182405N/A501(c)(3)support for the Youth Empowered Society$20,000
Temple Oheb Shalom
7310 Park Heights AvenueBaltimoreMD21208N/A501(c)(3)annual support$20,000
Thread Inc
PO Box 1584BaltimoreMD21203N/A501(c)(3)general support$7,500
University of Maryland Baltimore Foundation Inc
620 West Lexington Street 2nd FloorBaltimoreMD21201N/A501(c)(3)support for the Social Worker in the Library program$5,000
Usher 1F Collaborative Inc
321 Walnut Street 228NewtonvilleMA024601927N/A501(c)(3)support to fund research for a cure for Usher Syndrome Type 1F$7,500
The Village Learning Place Inc
2521 St Paul StreetBaltimoreMD21218N/A501(c)(3)general support$5,000
Winnebago Alumni Association
401 Saint Christopher RdRichmondVA232262723N/A501(c)(3)support for scholarships for minority campers$6,500
WITNESS
80 Hanson Place 5th FloorBrooklynNY11217N/A501(c)(3)general support$45,000
The Women's Housing Coalition
119 East 25th StreetBaltimoreMD212185232N/A501(c)(3)general support$10,000
Women's Law Center Inc
305 West Chesapeake Avenue SuiteTowsonMD212045362N/A501(c)(3)general support$10,000201
Young Audiences of Maryland Inc
2600 North Howard Street Suite 1300BaltimoreMD21218N/A501(c)(3)support for the Summer Arts & Learning Academy$15,000
Your Public Radio Corporation
2216 North Charles StreetBaltimoreMD212185715N/A501(c)(3)general support$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,925,650TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Abilities Network
8503 LaSalle RoadTowsonMD212865926N/A501(c)(3)support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program$25,000
The American Jewish Committee
The Jacob Blaustein Building 165New YorkNY100222746N/A501(c)(3)general support for Project Interchange$60,000East 56 Street
The Arc of Baltimore
7215 York RoadBaltimoreMD212124499N/A501(c)(3)support for the Bay Buddies summer camp program$7,500
Art with a Heart Inc
Mill No 1 3000 Falls RoadBaltimoreMD21211N/A501(c)(3)general support$40,000
Benefits Data Trust
1500 Market Street Suite 2800PhiladelphiaPA19102n/a501(c)(3)support for the "MD Benefits Center" project$15,000
Bowery Residents' Committee Inc
131West 25th Street 12th FloorNew YorkNY10001N/A501(c)(3)general support$7,500
Center for Urban Families Inc
2201 North Monroe StreetBaltimoreMD21217N/A501(c)(3)general support$15,000
Digital Harbor Foundation
1045 Light StreetBaltimoreMD21230N/A501(c)(3)support for the STEM Summer Maker Camp$12,500
Dyslexia Tutoring Program Inc
The Rotunda Suite 310 711 West 40thBaltimoreMD212112109N/A501(c)(3)support for the summer camp program$15,000Street
Elijah Cummings Youth Program in Israel Inc
5750 Park Heights AvenueBaltimoreMD21215N/A501(c)(3)general support$25,000
Enoch Pratt Free Library of Baltimore City
400 Cathedral StreetBaltimoreMD212014484N/A501(c)(3)support for child and teen literacy initiatives$25,000
Global Camps Africa
11911 Freedom Drive 850RestonVA20190N/A501(c)(3)support for residential camp programs in Africa for children affected by HIV/AIDS$8,500
The Hearing and Speech Agency of Metro Baltimore Inc
Harry Jeanette Weinberg BuildingBaltimoreMD21215N/A501(c)(3)support for the Charitable Care Fund$20,0005900 Metro Drive
Helping Up Mission
1029 East Baltimore StreetBaltimoreMD212024705N/A501(c)(3)general support$15,000
Higher Achievement Program
1500 Union Avenue Suite 2600BaltimoreMD21211N/A501(c)(3)support for the Summer Academy$17,500
Homeless Persons Representation Project
201 North Charles Street Suite 1104BaltimoreMD21201N/A501(c)(3)support for the Homeless Youth Initiative$12,500
Horizon Day Camp
8 Market Place Suite 331BaltimoreMD21202N/A501(c)(3)general support$10,000
Institute for Islamic Christian and Jewish Studies Inc
956 Dulaney Valley RoadBaltimoreMD212042633N/A501(c)(3)support for the annual fund$7,500
Interfaith Youth Core
141 West Jackson Boulevard SuiteChicagoIL60604N/A501(c)(3)general support$25,0003200
Itineris Foundation
2050-A Rockrose AvenueBaltimoreMD21211N/A501(c)(3)capital support for the purchase and renovation of the current facility$66,000
Job Opportunities Task Force Inc
201 North Charles Street Suite 2404BaltimoreMD212014110N/A501(c)(3)general support$15,000
Legal Aid Bureau Inc
500 East Lexington StreetBaltimoreMD21202N/A501(c)(3)support for the Long Term Care Assistance Project$25,000
Literacy Assistance Center Inc
85 Broad Street 27th FloorNew YorkNY10004N/A501(c)(3)general support$35,000
The Literacy Lab
1003 K Street NW Suite 500WashingtonDC200014446N/A501(c)(3)general support for programming in Baltimore City$20,000
Maryland Book Bank
PO Box 41551BaltimoreMD21203N/A501(c)(3)general support$15,000
Maryland Family Network Inc
1001 Eastern Avenue 2nd FloorBaltimoreMD212024325N/A501(c)(3)general support$10,000
Meals on Wheels of Central Maryland Inc
515 South Haven StreetBaltimoreMD212244239N/A501(c)(3)general support$17,500
Moveable Feast
PO Box 2298BaltimoreMD212032298N/A501(c)(3)general support$15,000
North American Friends of Oranim Inc
1111 East Fairy Chasm RoadMilwaukeeWI532171427N/A501(c)(3)support for the Galilee Dreamers program$18,000
The Park School
2425 Old Court RoadBaltimoreMD212083430N/A501(c)(3)support for the 2018-2019 Annual Fund through the Trustees' Matching Fund$10,000
Partners in Care
8151-C Ritchie HighwayPasadenaMD211223940N/A501(c)(3)support for the Ride Partners program$15,000
Planned Parenthood of Maryland Inc
330 North Howard StreetBaltimoreMD21201N/A501(c)(3)support for Education and Training programs for young people$15,000
Reading Partners
180 Grand Avenue Suite 800OaklandCA94612N/A501(c)(3)support to offer reading tutoring in Baltimore City public schools$20,000
Shoresh Inc
3723 Old Court Road Suite 206BaltimoreMD21208N/A501(c)(3)support for scholarships to enable disadvantaged children to attend camp$17,500
St Paul's School
11152 Falls Road PO Box 8100BrooklandvilleMD210228100N/A501(c)(3)support for the Bridges program$20,000
Strong City Baltimore Inc
3503 North Charles StreetBaltimoreMD212182405N/A501(c)(3)support for the Youth Empowered Society$20,000
Thread Inc
PO Box 1584BaltimoreMD21203N/A501(c)(3)general support$7,500
Young Audiences of Maryland Inc
2600 North Howard Street Suite 1300BaltimoreMD21218N/A501(c)(3)support for the Summer Arts & Learning Academy$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$740,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$602ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$787,588ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,094,061ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (15 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmtUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Axiom Asia II90000018-$15,363
Axiom Asia IV90000018-$11,927
Book to Tax Adjustment18$255,142
Harrison Street V90000018-$7,479
Madison Int'l RE Fd VI90000018$41,168
Mesirow Financial Private90000018-$20,967$3,803
Ocean Avenue Fund III90000018-$8,965-$48,282
PEP V90000018-$5,649
Perennial Real Estate Fd90000018-$779-$4,407
Prime Finance II90000018
Prime Finance IV90000018-$841
Renaissance Insitutional Equities90000018-$15,112
Taconic CRE Dislocation90000018$62,776
VIA VII-VA, LP90000018-$1,083
W Capital Partners90000018-$10,394-$643

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$49,529UnrelatedBusinessTaxblIncmAmt
Exclusion$5,142,778ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,093,249TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
American Trading and Production Corporation
1One South Street STE 2800BaltimoreMD212023298$247,696Yes (X)
Estate of Barbara Hirschhorn
2One South Street STE 2950BaltimoreMD212023298$4,548,065Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5,650 Shs BPNoncashPropertyDesc
Fair Market Value$247,696FairMarketValueAmt
Received2018-05-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAtapco Financial ServicesCategoryTxt
Amt$70,000Amt
Net Investment Income$28,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$42,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (46 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
57 Stars Global Fund IVAT COST$349,409$385,402
57 Stars Global OpportunityAT COST$429,565$481,571
Artisan Developing WorldAT COST$1,000,000$894,594
Artisan Int'l FundAT COST$2,376,084$1,929,118
Avenue AviationAT COST$153,080$161,992
Axiom Asia IVAT COST$365,538$339,640
Axiom Asia Private CapitalAT COST$670,328$675,085
Blackrock Strat Income OppsAT COST$1,522,770$1,495,510
Chatham High YieldAT COST$750,000$755,093
Davidson Kempner Int'lAT COST$1,500,000$1,754,127
DFA Int'l Small CompanyAT COST$1,057,487$793,880
Dodge & CoxAT COST$1,123,889$1,167,973
Fir Tree Real EstateAT COST$69,408$189,429
Harbor Dd Real Return InstAT COST$1,303,627$1,100,941
Harrison Street VAT COST$352,094$404,193
Ishares S&P Midcap ETFAT COST$557,481$495,689
Ishares S&P Smallcap ETFAT COST$557,057$487,320
LCP VIIAT COST$0$308,898
Lighthouse Global Long/Short FundAT COST$1,000,000$963,773
Madison Fund VIAT COST$877,108$954,247
Magnitude InternationalAT COST$1,500,000$2,177,599
Mesirow IV Private Equity IVAT COST$720,982$715,806
Met West Low Duration Bond FundAT COST$1,038,088$1,025,868
Ocean Avenue Fund IIIAT COST$383,986$312,048
PEP V LPAT COST$225,432$240,707
Perennial Real Estate FundAT COST$111,583$117,873
Pimco Commodity RR StratAT COST$943,627$763,286
Pimco TotalAT COST$1,500,681$1,586,461
Pimco RAE Fundamental EmergingAT COST$816,044$653,987
Pinehurst Institutional LtdAT COST$1,500,000$2,308,750
Prime Finance IVAT COST$113,922$109,709
RCP Direct III Cayman FeederAT COST$45,000$45,000
RCP Fund VAT COST$0$249,854
RCP fund VIAT COST$0$256,042
RCP Fund XIAT COST$290,000$248,219
Renaissance Institutional EquitiesAT COST$1,616,945$1,616,945
State of Israel BondsAT COST$25,000$25,000
Taconic CRE Dislocation FundAT COST$940,164$893,946
Tweedy Brown GlobalAT COST$1,879,870$1,873,495
Vanguard IndexAT COST$2,636,196$4,618,492
Vanguard Scottsdale FDSAT COST$1,612,113$1,622,635
Vanguard SpecializedAT COST$1,254,256$2,240,117
Vanguard Dev Mkt IndexAT COST$3,442,302$2,966,675
VIA VII-VCAT COST$732,454$691,348
W Capital Partners IIAT COST$0$39,216
W Capital Partners IIIAT COST$406,457$414,593

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescInterest and Dividends receivableDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$3,242EOYBookValueAmt
EOYFMV$3,242EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBP Stock Donation - Difference between tax and cost basisDesc
Amt$246,963Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$105$0$105
Equipment Expense$3,278$0$3,278
Equipment Maintenance$178$0$178
Miscellaneous$202$0$202
Postage$20$0$20
Software Expenses$217$0$217
Supplies$243$0$243
Telephone$216$0$216

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Axiom Asia II-$15,363-$15,363-$15,363
Axiom Asia IV-$11,927-$11,927-$11,927
Book to Tax Adjustment$255,142$255,142
Harrison Street V-$7,479-$7,479-$7,479
Madison Int'l RE Fd VI$41,168$41,168$41,168
Mesirow Financial Private-$17,164-$20,967-$17,164
Ocean Avenue Fund III-$57,247-$8,965-$57,247
PEP V-$5,649-$5,649-$5,649
Perennial Real Estate Fd-$5,186-$779-$5,186
Prime Finance IV-$841-$841-$841
Renaissance Insitutional Equities-$15,112-$15,112-$15,112
Taconic CRE Dislocation$62,776$62,776$62,776
VIA VII-VA, LP-$1,083-$1,083-$1,083
W Capital Partners-$11,037-$10,394-$11,037

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPrime Finance - loss on Dispostion book/tax differenceDesc
Amt$1,713Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGreycourt/Other Inv FeesCategoryTxt
Amt$44,637Amt
Net Investment Income$44,637NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Tax Paid$52,138$52,138$0
Excise Taxes$82,570$0$0
State Tax W/h$694$694$0

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