R SCOTT ROSENBERGER CHARITABLEFOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- R SCOTT ROSENBERGER CHARITABLEFOUNDATION INC (EIN 20-5925873)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349102625
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T12:19:27-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521683980 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAZELROD AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FAIRMOUNT AVE STE 300 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205925873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Scott Rosenberger Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RSCO | BusinessNameControlTxt |
| Phone | 4104041199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 Boston Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Scott Rosenberger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4104041199 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kira N Brucker | PreparerPersonNm |
| PTIN | P00017941 | PTIN |
| Phone | 4105837662 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $211,779 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$2,234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,234 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,265 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $54 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,228 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,416 | CashBOYAmt |
| Cash EOY | $35,248 | CashEOYAmt |
| Cash EOYFMV | $35,248 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $64,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,719 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $91,178 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,812 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $198,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $190,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $211,779 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,000 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $194,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $184,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $194,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $184,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $198,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $190,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $194,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,190 | OtherIncreasesAmt |
| Subtotal | $184,340 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $184,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Blackstone Long-term Capital Gain Distributions | P | 2022-01-01 | 2023-12-31 | $438 | $0 | $0 | $438 | $0 | $0 | $0 | $438 |
| Capital Loss - Passthrough (GPB Holdings) | P | 2022-01-01 | 2023-12-31 | $0 | $0 | $555 | -$555 | $0 | $0 | $0 | -$555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$117 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $17 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R Scott Rosenberger | IndividualWithBooksNm |
| Phone | 4104041199 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 Boston Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R SCOTT ROSENBERGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 BOSTON STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $112,812 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $209,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $209,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $206,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17 | TotalTaxAmt |
| Distributable Before Adj | $10,285 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,285 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,285 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,050 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,050 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $285 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $285 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,765 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $58,765 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| Young Life | |||||||
| PO Box 520 | Colorado Springs | CO | 80901 | PC | SOCIAL SERVICES | $0 | |
| Best Friends | |||||||
| 5001 Angel Canyon Road | Kanab | UT | 847415000 | PC | SOCIAL SERVICES | $0 | |
| San Juan County Arts Council | |||||||
| PO Box 3 | Friday Harbor | WA | 98250 | PC | SOCIAL SERVICES | $0 | |
| Grace Christian Fellowship | |||||||
| 7325 N Bank Street | Portland | OR | 97203 | PC | SOCIAL SERVICES | $0 | |
| Cal Ripken Foundation | |||||||
| 1427 Clarkview Road | Baltimore | MD | 21209 | PC | SOCIAL SERVICES | $0 | |
| The Family Tree | |||||||
| 2108 N Charles Street | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $0 | |
| Living Classroom | |||||||
| 802 S Caroline Street | Baltimore | MD | 21231 | PC | SOCIAL SERVICES | $0 | |
| Strong City | |||||||
| 3503 N Charles Street | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $0 | |
| Health Leads | |||||||
| 24 School Street | Boston | MA | 02108 | PC | SOCIAL SERVICES | $0 | |
| International Rescue | |||||||
| 122 E 42nd Street | New York | NY | 10168 | PC | SOCIAL SERVICES | $0 | |
| National Diaper Bank Network | |||||||
| 155 East Street 101 | New Haven | CT | 06511 | PC | SOCIAL SERVICES | $0 | |
| National Resources Defense | |||||||
| 40 W 20th Street | New York | NY | 10011 | PC | SOCIAL SERVICES | $0 | |
| Child Foundation | |||||||
| 2020 NE 102nd Avenue | Portland | OR | 97220 | PC | SOCIAL SERVICES | $0 | |
| Blue Water | |||||||
| 2631 Sisson Street | Baltimore | MD | 21211 | PC | SOCIAL SERVICES | $0 | |
| Maryland Food Bank | |||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 21227 | PC | SOCIAL SERVICES | $0 | |
| Advocates for Children & Youth | |||||||
| 1 N Charles St Suite 2400 | Baltimore | MD | 21201 | PC | SOCIAL SERVICES | $0 | |
| BARCS | |||||||
| 2490 Giles Road | Baltimore | MD | 21225 | PC | SOCIAL SERVICES | $0 | |
| CASA of Baltimore | |||||||
| PO Box 13004 | Baltimore | MD | 21203 | PC | SOCIAL SERVICES | $0 | |
| House of Ruth Baltimore | |||||||
| 2201 Argonne Drive | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $0 | |
| Maryland Family Network | |||||||
| 1001 Eastern Avenue 2nd Floor | Baltimore | MD | 21202 | PC | SOCIAL SERVICES | $0 | |
| MD Coalition Against Sexual Assaults | |||||||
| PO Box 8782 | Silver Spring | MD | 20907 | PC | SOCIAL SERVICES | $0 | |
| Portland Tennis & Education | |||||||
| 7519 N Burlington Ave | Portland | OR | 97203 | PC | SOCIAL SERVICES | $2,000 | |
| Reading Partners | |||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | PC | SOCIAL SERVICES | $0 | |
| Roberta's House | |||||||
| 2510 St Paul Street | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $0 | |
| SEPD Community Relations Council | |||||||
| 5710 Eastern Avenue | Baltimore | MD | 21224 | PC | SOCIAL SERVICES | $0 | |
| St Vincent de Paul of Baltimore | |||||||
| 2305 N Charles St Ste 300 | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $0 | |
| Patterson Park Audubon Center | |||||||
| 2901 E Baltimore St Box 2 | Baltimore | MD | 21224 | PC | SOCIAL SERVICES | $0 | |
| Liberty's Promise Inc | |||||||
| 2900A Richmond Highway | Alexandria | VA | 22305 | PC | SOCIAL SERVICES | $0 | |
| Holistic Life Foundation | |||||||
| 1014 W 36th St Suite 403 | Baltimore | MD | 21211 | PC | SOCIAL SERVICES | $0 | |
| Helping Up Mission | |||||||
| 1029 E Baltimore St | E Baltimore St | MD | 21202 | PC | SOCIAL SERVICES | $0 | |
| Comfort Cases | |||||||
| 15825 Shady Grove Rd Ste 60 | Rockville | MD | 20850 | PC | SOCIAL SERVICES | $0 | |
| Next One Up Foundation Inc | |||||||
| 502 Washington Avenue | Towson | MD | 21204 | PC | SOCIAL SERVICES | $0 | |
| Anne Arundel Community College Foundation | |||||||
| 101 College Parkway | Arnold | MD | 21012 | PC | SOCIAL SERVICES | $0 | |
| Lone Star Flight Museum | |||||||
| 11551 Aerospace Ave | Houston | TX | 77034 | PC | SOCIAL SERVICES | $0 | |
| Atlanta Childrens Shelter | |||||||
| 607 Peachtree Street NE | Atlanta | GA | 30308 | PC | SOCIAL SERVICES | $0 | |
| Soccer Without Borders | |||||||
| 3700 Eastern Avenue | Baltimore | MD | 21224 | PC | SOCIAL SERVICES | $0 | |
| Santa Claus Anonymous Incorporated | |||||||
| PO Box 28385 | Baltimore | MD | 21234 | PC | SOCIAL SERVICES | $0 | |
| The Ingenuity Project | |||||||
| 1400 West Cold Spring Lane Room 337 | Baltimore | MD | 21209 | PC | SOCIAL SERVICES | $0 | |
| Girls Who Code Inc | |||||||
| 28 West 23rd Street 4th Floor | New York | NY | 100105260 | PC | SOCIAL SERVICES | $0 | |
| Oceana | |||||||
| 1025 Connecticut Avenue NW Suite 20 | Washington | DC | 20036 | PC | SOCIAL SERVICES | $0 | |
| Appalachian Trail Conservancy | |||||||
| 799 Washington Street | Harpers Ferry | WV | 25425 | PC | SOCIAL SERVICES | $0 | |
| The Humane League | |||||||
| PO Box 10476 | Rockville | MD | 20849 | PC | SOCIAL SERVICES | $0 | |
| Feeding America | |||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | PC | SOCIAL SERVICES | $0 | |
| Casa of Cecil County | |||||||
| 126 East High Street Suite 3 | Elkton | MD | 21921 | PC | SOCIAL SERVICES | $0 | |
| Alliance for A Healthier Generation Inc | |||||||
| 1028 SE Water Avenue Suite 215 | Portland | OR | 97214 | PC | SOCIAL SERVICES | $0 | |
| 4 Paws for Ability | |||||||
| 207 Dayton Avenue | Xenia | OH | 45385 | PC | SOCIAL SERVICES | $0 | |
| Central Pennsylvania Food Bank | |||||||
| 3908 Corey Road | Harrisburg | PA | 17109 | PC | SOCIAL SERVICES | $0 | |
| National Alliance to End Homelessness | |||||||
| 1518 K Street NW 2nd Floor | Washington | DC | 20005 | PC | SOCIAL SERVICES | $0 | |
| American Foundation for Suicide Prevention | |||||||
| 199 Water Street 11th Floor | New York | NY | 10038 | PC | SOCIAL SERVICES | $0 | |
| Fred Rogers Productions | |||||||
| 2100 Wharton Street Suite 700 | Pittsburgh | PA | 15203 | PC | SOCIAL SERVICES | $0 | |
| Alex's Lemonade Stand Foundation | |||||||
| 111 Presidential Boulevard Suite 20 | Bala Cynwyd | PA | 19004 | PC | SOCIAL SERVICES | $0 | |
| The Arc Baltimore Inc | |||||||
| 7215 York Road | Baltimore | MD | 21212 | PC | SOCIAL SERVICES | $0 | |
| WYPR | |||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $0 | |
| Friends of Patterson Park Inc | |||||||
| 27 S Patterson Park Avenue | Baltimore | MD | 21231 | PC | SOCIAL SERVICES | $0 | |
| Hereford High School Athletics | |||||||
| 17301 York Road | Parkton | MD | 21120 | PC | SOCIAL SERVICES | $0 | |
| Soup for the Soul - Dundalk | |||||||
| 299 Willow Spring Road | Dundalk | MD | 21222 | PC | SOCIAL SERVICES | $500 | |
| Linda Bello Ruiz | |||||||
| 4 Heyford Circle | Santa Rosa | CA | 95401 | I | SCHOLARSHIP FUND | $7,500 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$117 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Passthrough Loss | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$2,234 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,234 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,499 | ExclusionAmt |
| Related Or Exempt Function Incm | -$117 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,148 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Investment earnings provides support to the Foundation. | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| Blackstone Long-term Capital Gain Distributions | Purchased | $438 | $438 | |
| GPB Long-term capital gain distributions | -$555 | $555 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Information | FormAndLineReferenceDesc |
| Medium Explanation | This return is being amended to correct amount of average monthly fair market This return is being amended to correct amount of average monthly fair market This return is being amended to correct amount of average monthly fair market This return is being amended to correct amount of average monthly fair market This return is being amended to correct amount of average monthly fair market This return is being amended to correct amount of average monthly fair market This return is being amended to correct amount of average monthly fair market | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Asset Mark - Securities | StockNm |
| EOY Book Value | $66,319 | EOYBookValueAmt |
| EOYFMV | $63,719 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment in Passthrough | CategoryOrItemTxt |
| Book Value | $88,773 | BookValueAmt |
| EOYFMV | $112,812 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unreported Investment Losses - Wash Sale Rules | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank & Other Service Fees | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Income (Net) | Desc |
| Revenue And Expenses Per Books | -$2,234 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,234 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains on Investments | $5,600 |
| Book Value Investment Reporting Adjustment | -$4,410 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GPB Holdings II LP Investment Advisory | CategoryTxt |
| Amt | $37 | Amt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $54 | Amt |
Comments