DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349103245
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:34:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522174671 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAPCO FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 South Street Suite 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521489400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David & Barbara B Hirschhorn | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4103477114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co AFS One South St 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen J Bass | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477114 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477114 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,845,626 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $977,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $977,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,551,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,868,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,544,301 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$85,228 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$80,259 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,696,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,444,481 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,322 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,322 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $61,403 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,403 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,832 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,832 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,919 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,376 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $61,543 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $118,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,058 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,923 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,001 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,001 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,310 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,310 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $266 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $266 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $459,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $247,824 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,146,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,146,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,606,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,394,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$910,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,261,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,302,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $784,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $784,817 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $35,974,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,333,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,026,441 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21,872 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,368 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,368 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,299,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,152,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,845,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,299,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,152,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,299,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,152,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,299,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,152,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,299,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$910,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,988 | OtherIncreasesAmt |
| Subtotal | $36,390,760 | SubtotalAmt |
| Other Decreases | $238,410 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,152,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Axiom Asia Private Capital Fund II | P | 2023-01-01 | 2024-12-31 | $22,412 | $22,412 | $22,412 | |
| Axiom Asia IV | P | 2024-01-01 | 2024-12-31 | -$1 | -$1 | $1 | |
| Axiom Asia IV | P | 2023-01-01 | 2024-12-31 | $30,411 | $30,411 | $30,411 | |
| CPREF AIV I | P | 2023-01-01 | 2024-12-31 | $817 | $817 | $817 | |
| CPREF AIV V | P | 2023-01-01 | 2024-12-31 | $211 | $211 | $211 | |
| CPREF Cayman LP | P | 2024-01-01 | 2024-12-31 | -$1,558 | -$1,558 | $1,558 | |
| CPREF Cayman LP | P | 2023-01-01 | 2024-12-31 | -$20,130 | -$20,130 | $20,130 | |
| Contrarian Distressed R/E Debt Fund IV | P | 2023-01-01 | 2024-12-31 | -$38,405 | -$38,405 | $38,405 | |
| Global Alpha International Small Cap | P | 2024-01-01 | 2024-12-31 | $5,686 | $5,686 | $5,686 | |
| Global Alpha International Small Cap | P | 2023-01-01 | 2024-12-31 | -$41,823 | -$41,823 | $41,823 | |
| Harrison Street V | P | 2023-01-01 | 2024-12-31 | $38,046 | $38,046 | $38,046 | |
| Madison Intl Real Estate Liq Fund VI | P | 2023-01-01 | 2024-12-31 | $92,924 | $92,924 | $92,924 | |
| Mesirow Financial PE Ptship IV | P | 2024-01-01 | 2024-12-31 | -$154 | -$154 | $154 | |
| Mesirow Financial PE Ptship IV | P | 2023-01-01 | 2024-12-31 | $17,211 | $17,211 | $17,211 | |
| Ocean Avenue Fund III | P | 2023-01-01 | 2024-12-31 | $13,152 | $13,152 | $13,152 | |
| Ocean Avenue Fund IV | P | 2024-01-01 | 2024-12-31 | $402 | $402 | $402 | |
| Ocean Avenue Fund IV | P | 2023-01-01 | 2024-12-31 | $28,990 | $28,990 | $28,990 | |
| Prime IV | P | 2023-01-01 | 2024-12-31 | -$23 | -$23 | $23 | |
| Perennial Real Estate Fund | P | 2023-01-01 | 2024-12-31 | -$4,723 | -$4,723 | $4,723 | |
| Private Equity Investment Fund V | P | 2023-01-01 | 2024-12-31 | $1,089 | $1,089 | $1,089 | |
| Taconic CRE Dislocation Fund | P | 2023-01-01 | 2024-12-31 | $2,616 | $2,616 | $2,616 | |
| VIA VII-VC | P | 2024-01-01 | 2024-12-31 | -$987 | -$987 | $987 | |
| VIA VII-VC | P | 2023-01-01 | 2024-12-31 | -$310 | -$310 | $310 | |
| W Capital Partners III | P | 2023-01-01 | 2024-12-31 | -$21,863 | -$21,863 | $21,863 | |
| 6,800 Shs BP PLC | 1960-11-11 | 2024-01-10 | $236,114 | $235,232 | $235,232 | $882 | |
| 135.0921 Shs Magnitude International | P | 2021-01-01 | 2024-12-31 | $500,000 | $269,108 | $269,108 | $230,892 |
| 212.1145 Shs Narrow River Capital | P | 2024-01-01 | 2024-07-15 | $266,741 | $16,741 | $16,741 | $250,000 |
| 212.101449 Shs Narrow River Capital | P | 2024-01-01 | 2024-10-15 | $264,941 | $14,941 | $14,941 | $250,000 |
| 26,011 Shs Vanguard ST Treasury Index | P | 2024-01-01 | 2024-05-07 | $1,500,042 | -$15,026 | -$15,026 | $1,515,068 |
| 13,842.746 Shs Artisan Developing World | P | 2023-01-01 | 2024-02-16 | $250,000 | $68,395 | $68,395 | $181,605 |
| RCP V - loss on disposition | P | 2021-12-31 | 2024-09-30 | -$830 | -$830 | $830 | |
| 8,468 Shs Vanguard S&P 500 | P | 2023-09-18 | 2024-09-27 | $500,021 | $12,183 | $12,183 | $487,838 |
| 541 Shs Vanguard S&P 500 | P | 2012-12-17 | 2024-02-16 | $249,622 | $178,657 | $178,657 | $70,965 |
| 1,522 Shs Vanguard S&P 500 | P | 2012-12-17 | 2024-02-16 | $800,169 | $600,523 | $600,523 | $199,646 |
| Lexington VII - Dist in excess of basis | P | 2023-12-31 | 2024-12-31 | $47,241 | $47,241 | $47,241 | |
| Prime IV - loss on disposition | P | 2023-01-01 | 2024-12-31 | -$6,854 | -$6,854 | $6,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,544,301 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,434 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,434 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,084 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,584 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,150 | OverpaymentAmt |
| Applied To ES Tax | $13,150 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
| Individual With Books | Jennifer L Bove CPA | IndividualWithBooksNm |
| Phone | 4103477205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS One South St Ste 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Daniel B Hirschhorn | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and President | 0.00 | $0 | $0 | $0 |
| Michael J Hirschhorn | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Deborah H Vogelstein | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Sarah H Shapiro | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Trustee and Vice President | 0.00 | $0 | $0 | $0 |
| Regan E Ralph | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Secretary | 6.00 | $29,145 | $2,792 | $0 |
| Scott L Soffen | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer A Pratt | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Jennifer L Bove | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 0.00 | $0 | $0 | $0 |
| Lara A Hall | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Secretary | 9.20 | $41,177 | $3,485 | $0 |
| Stephen J Bass | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Treasurer | 0.00 | $0 | $0 | $0 |
| Anne L Shelton | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Sandra L Glock | ||||||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Assistant Treasurer | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment Managemt | $109,058 |
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $87,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,296,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,718,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,014,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,014,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $810,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,204,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,660,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,660,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,434 | TotalTaxAmt |
| Distributable Before Adj | $2,628,771 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,628,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,628,771 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,394,594 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,394,594 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,628,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $103,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $295,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $217,430 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $405,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $346,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,369,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,394,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,628,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $765,823 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,135,072 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $103,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,031,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $295,860 | ExcessFromYear4Amt |
| Excess From Year3 | $217,430 | ExcessFromYear3Amt |
| Excess From Year2 | $405,448 | ExcessFromYear2Amt |
| Excess From Year1 | $346,915 | ExcessFromYear1Amt |
| Excess From Current Year | $765,823 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel B Hirschhorn co Regan Ralph | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South St Suite 2900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or grants to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Abilities Network | ||||||||
| 8503 LaSalle Road | Towson | MD | 21286 | n/a | 501(3) | support for the Senior Move Management Program and support for the Clutter Management Program | $30,000 | |
| Ahavas Yisrael Charity Fund | ||||||||
| 115 Sudbrook Lane Suite E | Baltimore | MD | 21208 | n/a | 501(3) | general support | $7,500 | |
| American Friends of Meir Panim Inc | ||||||||
| 88 Walton Street Suite B1 | Brooklyn | NY | 11206 | n/a | 501(3) | general support | $25,000 | |
| American Friends of NATAL | ||||||||
| 1120 Avenue of the Americas 4th | New York | NY | 100366700 | n/a | 501(3) | general support | $7,500 | Floor |
| American Friends of Shalva | ||||||||
| 315 Fifth Avenue 6th Floor | New York | NY | 10016 | n/a | 501(3) | general support | $10,000 | |
| American Jewish World Service | ||||||||
| 45 West 36th Street | New York | NY | 10018 | n/a | 501(3) | general support | $40,000 | |
| Art with a Heart Inc | ||||||||
| 3000 Falls Road | Baltimore | MD | 21211 | n/a | 501(3) | general support | $50,000 | |
| Arts for Learning Maryland | ||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 212020000 | n/a | 501(3) | support for the Summer Arts & Learning Academy | $35,000 | |
| Baltimore Bar Foundation Inc | ||||||||
| 111 North Calvert Street Suite 631 | Baltimore | MD | 21202 | n/a | 501(3) | support for the Senior Legal Services program | $15,000 | |
| Baltimore Public Media Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 212185718 | n/a | 501(3) | general support | $10,000 | |
| Baltimore Safe Haven | ||||||||
| 2117 North Charles Street | Baltimore | MD | 21218 | n/a | 501(3) | general support | $7,500 | |
| Beloved Community Services Corporation | ||||||||
| 1219 Druid Hill Avenue | Baltimore | MD | 21217 | n/a | 501(3) | support for the Justice Thurgood Marshall Center | $7,500 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | n/a | 501(3) | support for scholarships through sponsorship of Spotlight 2024 | $14,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | n/a | 501(3) | support for the Centennial Campaign | $150,000 | |
| Black Girls Cook | ||||||||
| 2516 Oakley Avenue | Baltimore | MD | 212155307 | n/a | 501(3) | support for Summer of Food program in Baltimore | $15,000 | |
| Bridges Baltimore | ||||||||
| PO Box 27805 | Baltimore | MD | 21285 | n/a | 501(3) | general support | $25,000 | |
| Business & Human Rights Resource Centre | ||||||||
| 450 Lexington Avenue 4407 | New York | NY | 10163 | n/a | 501(3) | general support | $20,000 | |
| CASA of Baltimore County Inc | ||||||||
| 102 West Pennsylvania Avenue Suite | Towson | MD | 21204 | n/a | 501(3) | general support | $12,500 | 101 |
| CASH Campaign of Maryland | ||||||||
| 575 South Charles Street Suite 500 | Baltimore | MD | 212012483 | n/a | 501(3) | general support | $15,000 | |
| Central Europe Center for Research and Documentation | ||||||||
| 1141 Loxford Terrace | Silver Spring | MD | 20901 | n/a | 501(3) | general support | $5,000 | |
| Chabad-Lubavitch of Maryland Inc | ||||||||
| 6701 Old Pimlico Road | Baltimore | MD | 21209 | n/a | 501(3) | general support | $5,000 | |
| Chai Lifeline | ||||||||
| 151 West 30th Street Floor 3 | New York | NY | 100014007 | n/a | 501(3) | support for the Mid-Atlantic regional office | $20,000 | |
| Chai Lifeline | ||||||||
| 151 West 30th Street Floor 3 | New York | NY | 100014007 | n/a | 501(3) | support for the Teen Division | $100,000 | |
| Chapter One | ||||||||
| 13553 State Road 54 Suite 50 | Odessa | FL | 335563527 | n/a | 501(3) | support for early literacy tutoring in Baltimore City Public Schools | $30,000 | |
| Chizuk Amuno Congregation | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | n/a | 501(3) | support for the Krieger Schechter Day School Community Partnership Programs Initiative | $10,000 | |
| Chizuk Amuno Congregation | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | n/a | 501(3) | support for the Krieger Schechter Day School 8th grade Hebrew language theatre production | $20,000 | |
| Civic Works Inc | ||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 212131100 | n/a | 501(3) | support for the Housing Upgrades to Benefit Seniors program | $20,000 | |
| Committee for Accuracy in Middle East Reporting in America | ||||||||
| PO Box 35040 | Boston | MA | 02135 | n/a | 501(3) | general support | $7,500 | |
| Committee for Accuracy in Middle East Reporting in America | ||||||||
| PO Box 35040 | Boston | MA | 02135 | n/a | 501(3) | general support | $7,500 | |
| Common Cause Education Fund | ||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 200052207 | n/a | 501(3) | general support | $10,000 | |
| Common Cause Education Fund | ||||||||
| 805 15th Street NW Suite 800 | Washington | DC | 200052207 | n/a | 501(3) | general support | $25,000 | |
| Community Assistance Network Inc | ||||||||
| 7900 East Baltimore Street | Baltimore | MD | 212242010 | n/a | 501(3) | general support | $25,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | n/a | 501(3) | annual support | $3,500 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | n/a | 501(3) | support for the annual fund | $25,000 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | n/a | 501(3) | support for the Elizabeth B. and Arthur E. Roswell Endowment for Hillel | $25,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | n/a | 501(3) | support for summer programming | $17,500 | |
| Dyslexia Tutoring Program Inc | ||||||||
| 711 West 40th Street Suite 310 | Baltimore | MD | 212112109 | n/a | 501(3) | support for the summer camp program | $17,500 | |
| EDGE Funders Alliance | ||||||||
| Box 55960 29th Street | San Francisco | CA | 941104929 | n/a | 501(3) | general support | $1,500 | |
| Edward A Myerberg Senior Center Inc | ||||||||
| 3101 Fallstaff Road | Baltimore | MD | 212092967 | n/a | 501(3) | support for the Tech-Knowledge Hub | $25,000 | |
| Elev8 Baltimore | ||||||||
| 844 Roundview Road | Baltimore | MD | 21225 | n/a | 501(3) | support for the Freedom Schools Summer program | $25,000 | |
| Elijah Cummings Youth Program in Israel Inc | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | n/a | 501(3) | general support | $25,000 | |
| Ematai | ||||||||
| 3926 West Touhy Avenue Suite 365 | Lincolnwood | IL | 607121028 | n/a | 501(3) | general support | $7,500 | |
| EMpower-The Emerging Markets Foundation | ||||||||
| 106 West 32 Street | New York | NY | 10001 | n/a | 501(3) | support for the endowment campaign | $10,000 | |
| EMpower-The Emerging Markets Foundation | ||||||||
| 106 West 32 Street | New York | NY | 10001 | n/a | 501(3) | general support | $15,000 | |
| Encounter Programs Inc | ||||||||
| 1 West 4th Street | New York | NY | 10012 | n/a | 501(3) | general support | $7,500 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | n/a | 501(3) | support for the Social Worker in the Library program | $7,500 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | n/a | 501(3) | support for the Social Worker in the Library program | $7,500 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | n/a | 501(3) | support for the Career Online High School | $25,000 | |
| Erin Levitas Education Foundation Inc | ||||||||
| 8 Reservoir Circle Suite 203 | Baltimore | MD | 212086324 | n/a | 501(3) | support for community outreach and education programs | $15,000 | |
| Farm & Wilderness Foundation Inc | ||||||||
| 401 Farm Wilderness Road | Plymouth | VT | 05056 | n/a | 501(3) | support for the Affordable for All initiative | $25,000 | |
| Fonkoze USA | ||||||||
| 1900 L Street NW | Washington | DC | 20036 | n/a | 501(3) | general support | $11,500 | |
| Food Research and Action Center | ||||||||
| 1200 18th Street NW Suite 40 | Washington | MD | 20036 | n/a | 501(3) | support for Maryland Hunger Solutions | $15,000 | |
| Foundation for Baltimore County Public Library | ||||||||
| 320 York Road | Towson | MD | 212045179 | n/a | 501(3) | general support | $5,000 | |
| FreeState Justice | ||||||||
| 2601 North Howard Street Suite 120 | Baltimore | MD | 21218 | n/a | 501(3) | support for legal services for Marylands LGBTQIA+ older adults | $10,000 | |
| Friends of Maryland State Parks | ||||||||
| 3316 North Furnace Road | Jarrettsville | MD | 210841924 | n/a | 501(3) | general support | $5,000 | |
| Friends United Meeting | ||||||||
| 101 Quaker Hill Drive | Richmond | IN | 47374 | n/a | 501(3) | support for the Ramallah Friends School | $7,500 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | n/a | 501(3) | support for the Summer Field Trip Fund | $18,700 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | n/a | 501(3) | support for CHARM: Voices of Baltimore Youth | $20,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | n/a | 501(3) | support for the Middle Grades Partnership | $25,000 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | n/a | 501(3) | general support | $5,000 | 400 |
| Global Camps Africa | ||||||||
| 700 12th Street Suite 88 | Lynchburg | VA | 24504 | n/a | 501(3) | general support | $9,000 | |
| Global Greengrants Fund | ||||||||
| 1802 1601 29th Street Suite 1282 | Boulder | CO | 80301 | n/a | 501(3) | general support | $10,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | n/a | 501(3) | support for the Goucher Prison Education Partnership | $5,000 | |
| Govans Ecumenical Development Corporation | ||||||||
| 401 East Woodbourne Avenue | Baltimore | MD | 21212 | n/a | 501(3) | support for the Older Adults Services program | $20,000 | |
| GreenLight Fund | ||||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | n/a | 501(3) | support for GreenLight Baltimore | $20,000 | |
| Haiti Clinic | ||||||||
| 865 37th Place | Vero Beach | FL | 329606564 | n/a | 501(3) | general support | $10,000 | |
| Har Sinai - Oheb Shalom Congregation | ||||||||
| 7310 Park Heights Avenue | Baltimore | MD | 212085436 | n/a | 501(3) | annual support | $21,000 | |
| Helping Up Mission | ||||||||
| 1029 East Baltimore Street | Baltimore | MD | 212024705 | n/a | 501(3) | general support | $15,000 | |
| Hide and Seek Foundation | ||||||||
| 6475 East Pacific Coast Highway | Long Beach | CA | 90803 | n/a | 501(3) | support for the SOAR/NPC Collaborative | $5,000 | Suite 466 |
| Homeless Persons Representation Project | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | n/a | 501(3) | general support | $15,000 | |
| Honest Reporting | ||||||||
| 165 East 56th Street 2nd Floor | New York | NY | 100222709 | n/a | 501(3) | general support | $20,000 | |
| HopeWell Cancer Support | ||||||||
| PO Box 755 | Brooklandville | MD | 210220755 | n/a | 501(3) | general support | $20,000 | |
| Horizon Day Camp | ||||||||
| 8 Market Place Suite 331 | Baltimore | MD | 21202 | n/a | 501(3) | general support | $15,000 | |
| imadi | ||||||||
| 1299 Lamberton Drive Unit 205 | Silver Spring | MD | 20902 | n/a | 501(3) | general support | $25,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | n/a | 501(3) | general support | $50,000 | |
| Interfaith America | ||||||||
| 141 West Jackson Boulevard Suite | Chicago | IL | 60604 | n/a | 501(3) | general support | $50,000 | 3200 |
| Israel Guide Dog Center for the Blind | ||||||||
| 968 Easton Road Suite H | Warrington | PA | 18976 | n/a | 501(3) | general support | $10,000 | |
| Itineris Foundation | ||||||||
| 2050-A Rockrose Avenue | Baltimore | MD | 21211 | n/a | 501(3) | general support | $10,000 | |
| JBI Library | ||||||||
| 110 East 30th Street | New York | NY | 100167393 | n/a | 501(3) | general support | $2,500 | |
| JEWELS Jewish Education Where Every Level Succeeds | ||||||||
| 31 Walker Avenue | Pikesville | MD | 21208 | n/a | 501(3) | general support | $7,500 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | n/a | 501(3) | support for HaZamir Baltimore | $7,500 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | n/a | 501(3) | support for youth and/or special needs programming | $15,000 | |
| Jewish Teen Advancement Program Inc | ||||||||
| 2904 Smith Avenue | Baltimore | MD | 21208 | n/a | 501(3) | general support | $7,500 | |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | n/a | 501(3) | general support | $15,000 | |
| Kovno Communications Inc | ||||||||
| 2600 Tenth Street 628 | Berkeley | CA | 94710 | n/a | 501(3) | support for the "Labors of Love: Henrietta Szolds Life and Legacy" documentary | $7,070 | |
| Lake Roland Nature Council | ||||||||
| 1000 Lakeside Drive | Baltimore | MD | 212101047 | n/a | 501(3) | general support | $5,000 | |
| League of Women Voters Education Fund | ||||||||
| 1233 20th Street NW Suite 500 | Washington | DC | 200362376 | n/a | 501(3) | general support | $25,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the Lawyer in the Library program in Baltimore County | $10,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the Long Term Care Assistance Project | $25,000 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | n/a | 501(3) | general support through sponsorship of the Race for Our Kids | $2,500 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | n/a | 501(3) | support for the Magic of Life Gala 2024 | $18,000 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 212155271 | n/a | 501(3) | capital support for the Center for Hope | $50,000 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | n/a | 501(3) | general support | $45,000 | |
| Maryland Book Bank | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | n/a | 501(3) | general support | $30,000 | |
| Maryland Family Network Inc | ||||||||
| 1800 Washington Boulevard Suite 445 | Baltimore | MD | 21230 | n/a | 501(3) | general support | $15,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 212270000 | n/a | 501(3) | general support | $40,000 | |
| Maryland Volunteer Lawyers Service | ||||||||
| 201 North Charles Street Suite 1400 | Baltimore | MD | 212014102 | n/a | 501(3) | support for the Community Stabilization for Older Adults Program | $15,000 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | n/a | 501(3) | general support | $30,000 | |
| Morningside Center for Teaching Social Responsibility | ||||||||
| 475 Riverside Drive Suite 550 | New York | NY | 101150079 | n/a | 501(3) | support for the "Teach for Climate Justice" book project | $5,000 | |
| Morningside Center for Teaching Social Responsibility | ||||||||
| 475 Riverside Drive Suite 550 | New York | NY | 101150079 | n/a | 501(3) | general support | $15,000 | |
| Moveable Feast | ||||||||
| 901 North Milton Avenue | Baltimore | MD | 21205 | n/a | 501(3) | general support | $25,000 | |
| Music & Memory | ||||||||
| 160 First StreetPO Box 590 | Mineola | NY | 11501 | n/a | 501(3) | general support | $35,000 | |
| MYLAW Maryland Youth & the Law | ||||||||
| 520 West Fayette Street 4th Floor | Baltimore | MD | 21201 | n/a | 501(3) | support for the Law Links High School Summer Internship program | $15,000 | |
| National Council of Jewish Women | ||||||||
| 2055 L Street NW Suite 650 | Washington | DC | 200364991 | n/a | 501(3) | general support | $18,000 | |
| National Council of Jewish Women | ||||||||
| 2055 L Street NW Suite 650 | Washington | DC | 200364991 | n/a | 501(3) | support for efforts to promote and protect the vote | $25,000 | |
| New Israel Fund | ||||||||
| PO Box 70358 | Philadelphia | PA | 191760358 | n/a | 501(3) | support for Standing Together | $7,500 | |
| North American Friends of Oranim Inc | ||||||||
| 1111 East Fairy Chasm Road | Milwaukee | WI | 532171427 | n/a | 501(3) | support for the Oranim Academic College of Education for the Galilee Dreamers program | $20,000 | |
| North Star Fund | ||||||||
| 520 Eighth Avenue Floor 22 | New York | NY | 10018 | n/a | 501(3) | general support | $10,000 | |
| Parks & People Foundation | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 212172072 | n/a | 501(3) | support for Super Kids Camp | $15,000 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 211223940 | n/a | 501(3) | general support | $15,000 | |
| Penn Hillel | ||||||||
| 215 South 39th Street | Philadelphia | PA | 191043606 | n/a | 501(3) | general support | $15,000 | |
| Pikesville Armory Foundation | ||||||||
| PO Box 212 | Stevenson | MD | 211530212 | n/a | 501(3) | general support | $125,000 | |
| Planned Parenthood of Maryland | ||||||||
| 330 North Howard Street | Baltimore | MD | 212013610 | n/a | 501(3) | support for Education and Training programs for young people | $20,000 | |
| Pro Bono Counseling | ||||||||
| 1500 Union Avenue Suite 2100 | Baltimore | MD | 21211 | n/a | 501(3) | support for the Mental Health WARMline | $20,000 | |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Avenue NW Suite | Washington | DC | 200061811 | n/a | 501(3) | general support | $25,000 | 163 |
| ReachOut Jewish Educational Services | ||||||||
| 123 Flanders Court | Delray Beach | FL | 334845222 | n/a | 501(3) | general support | $10,000 | |
| Reproductive Freedom for All Foundation | ||||||||
| 1725 Eye Street NW Suite 900 | Washington | DC | 20006 | n/a | 501(3) | general support | $10,000 | |
| Safe Alternative Foundation for Education | ||||||||
| 1501 West Lexington Street | Baltimore | MD | 21223 | n/a | 501(3) | support for the SAFE Summer Camp | $20,000 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | n/a | 501(3) | support for scholarships to enable disadvantaged children to attend camp | $25,000 | |
| Sisterhood of Salaam Shalom | ||||||||
| PO Box 11621 Union Avenue | Bala Cynwyd | PA | 19004 | n/a | 501(3) | general support | $30,000 | |
| Southwest Sports and Fitness Alliance | ||||||||
| 1428 Hollins Street | Baltimore | MD | 212232416 | n/a | 501(3) | support to renovate and re-open the Poppleton Recreation Center | $25,000 | |
| Springboard Collaborative | ||||||||
| 1500 John F Kennedy Boulevard Suite | Philadelphia | PA | 191021710 | n/a | 501(3) | support for Springboard Summer in Baltimore | $35,000 | 1160 |
| St Ambrose Housing Aid Center | ||||||||
| 321 East 25th Street | Baltimore | MD | 21218 | n/a | 501(3) | support for the Homesharing Program | $20,000 | |
| St Vincent de Paul Society | ||||||||
| 2305 North Charles Street Suite 300 | Baltimore | MD | 212185297 | n/a | 501(3) | support for Camp St. Vincent | $15,000 | |
| TAMID Group | ||||||||
| 1100 Wayne Avenue Suite 850 | Silver Spring | MD | 209105625 | n/a | 501(3) | support for Israel internship opportunities for non-Jewish students | $10,000 | |
| The American Jewish Committee | ||||||||
| 165 East 56 Street | New York | NY | 100222746 | n/a | 501(3) | general support for Project Interchange | $75,000 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 5700 Park Heights Avenue | Baltimore | MD | 21215 | n/a | 501(3) | support for the four Hillel campus programs in the Baltimore metropolitan area | $10,000 | |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | n/a | 501(3) | support for the OrchKids summer program | $15,000 | |
| The Iris Music Project | ||||||||
| 9607 Rocksparkle Row | Columbia | MD | 210454337 | n/a | 501(3) | support for Ensemble Programs at Weinberg Villages and Manors in Baltimore | $7,500 | |
| The Jewish Museum of Maryland | ||||||||
| 15 Lloyd Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the development of the Next Generations exhibit | $15,000 | |
| The Lambi Fund of Haiti | ||||||||
| 1050 Connecticut Avenue NW Suite | Washington | DC | 20036 | n/a | 501(3) | general support | $10,000 | 500 |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | n/a | 501(3) | general support | $21,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 212083430 | n/a | 501(3) | support for The Promise of Park campaign | $240,000 | |
| The Red Devils | ||||||||
| PO Box 36291 | Towson | MD | 21286 | n/a | 501(3) | general support | $4,000 | |
| Tobias's Tent | ||||||||
| 2527 Farringdon Road | Baltimore | MD | 212092547 | n/a | 501(3) | start-up support in memory of Tobias Vogelstein | $18,000 | |
| Union of Orthodox Jewish Congregations of America | ||||||||
| 40 Rector Street 4th Floor | New York | NY | 100061733 | n/a | 501(3) | support for the Jewish Student Union program of NCSY Baltimore | $15,000 | |
| Usher 1F Collaborative Inc | ||||||||
| 321 Walnut Street 228 | Newtonville | MA | 024601927 | n/a | 501(3) | support to fund research for a cure for Usher Syndrome Type 1F | $7,500 | |
| Wide Angle Youth Media Inc | ||||||||
| 2507 North Howard Street Suite 100 | Baltimore | MD | 212184964 | n/a | 501(3) | support for the MediaWorks summer program | $17,500 | |
| Winnebago Alumni Association | ||||||||
| 401 Saint Christophers Road | Richmond | VA | 232262723 | n/a | 501(3) | support for scholarships for minority campers | $7,000 | |
| WITNESS | ||||||||
| 228 Park Avenue South Suite 26641 | New York | NY | 100031502 | n/a | 501(3) | general support | $42,500 | |
| Women's Law Center Inc | ||||||||
| 102 West Pennsylvania Avenue Suite | Towson | MD | 21204 | n/a | 501(3) | general support | $10,000 | 100 |
| Women's Law Center Inc | ||||||||
| 102 West Pennsylvania Avenue Suite | Towson | MD | 21204 | n/a | 501(3) | general support | $10,000 | 100 |
| Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 010023375 | n/a | 501(3) | general support | $20,000 | |
| Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 010023375 | n/a | 501(3) | support for the 'Tsukunft-The Future' endowment campaign | $72,000 | |
| Youth Empowered Society | ||||||||
| 916 North Charles Street | Baltimore | MD | 21201 | n/a | 501(3) | general support | $20,000 | |
| ZAKA - Search and Rescue | ||||||||
| 1269 41st Street | Brooklyn | NY | 112182668 | n/a | 501(3) | general support for ZAKA's work in Israel | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,146,770 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The American Jewish Committee | ||||||||
| 165 East 56 Street | New York | NY | 100222746 | n/a | 501(3) | general support for Project Interchange | $75,000 | |
| Art with a Heart Inc | ||||||||
| 3000 Falls Road | Baltimore | MD | 21211 | n/a | 501(3) | general support | $50,000 | |
| Arts for Learning Maryland | ||||||||
| 21 East North Avenue 1st Floor | Baltimore | MD | 212020000 | n/a | 501(3) | support for the Summer Arts & Learning Academy | $25,000 | |
| The Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 212015556 | n/a | 501(3) | support for the OrchKids summer program | $15,000 | |
| Chai Lifeline | ||||||||
| 151 West 30th Street Floor 3 | New York | NY | 100014007 | n/a | 501(3) | support for the Mid-Atlantic regional office | $20,000 | |
| Civic Works Inc | ||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 212131100 | n/a | 501(3) | support for the Housing Upgrades to Benefit Seniors program | $20,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 212304017 | n/a | 501(3) | support for summer programming | $17,500 | |
| Edward A Myerberg Senior Center Inc | ||||||||
| 3101 Fallstaff Road | Baltimore | MD | 212092967 | n/a | 501(3) | support for the Tech-Knowledge Hub | $25,000 | |
| Elev8 Baltimore | ||||||||
| 844 Roundview Road | Baltimore | MD | 21225 | n/a | 501(3) | support for the Freedom Schools Summer program | $25,000 | |
| Elijah Cummings Youth Program in Israel Inc | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | n/a | 501(3) | general support | $25,000 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014401 | n/a | 501(3) | support for the Career Online High School | $25,000 | |
| Erin Levitas Education Foundation Inc | ||||||||
| 8 Reservoir Circle Suite 203 | Baltimore | MD | 212086324 | n/a | 501(3) | support for community outreach and education programs | $15,000 | |
| Farm & Wilderness Foundation Inc | ||||||||
| 401 Farm Wilderness Road | Plymouth | VT | 05056 | n/a | 501(3) | support for the Affordable for All initiative | $25,000 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 212015322 | n/a | 501(3) | support for the Middle Grades Partnership | $20,000 | |
| Global Camps Africa | ||||||||
| 700 12th Street Suite 88 | Lynchburg | VA | 24504 | n/a | 501(3) | general support | $9,000 | |
| Govans Ecumenical Development Corporation | ||||||||
| 401 East Woodbourne Avenue | Baltimore | MD | 21212 | n/a | 501(3) | support for the Older Adults Services program | $20,000 | |
| Homeless Persons Representation Project | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | n/a | 501(3) | general support | $15,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | n/a | 501(3) | general support | $50,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | n/a | 501(3) | support for the Advancing Hope/Dismantling Hate campaign | $500,000 | |
| Interfaith America | ||||||||
| 141 West Jackson Boulevard Suite | Chicago | IL | 60604 | n/a | 501(3) | general support | $50,000 | 3200 |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | n/a | 501(3) | support for HaZamir Baltimore | $7,500 | |
| Job Opportunities Task Force Inc | ||||||||
| 201 North Charles Street Suite 2404 | Baltimore | MD | 212014110 | n/a | 501(3) | general support | $10,000 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | n/a | 501(3) | support for the Long Term Care Assistance Project | $25,000 | |
| Literacy Assistance Center Inc | ||||||||
| 85 Broad Street 27th Floor | New York | NY | 10004 | n/a | 501(3) | general support | $45,000 | |
| Maryland Book Bank | ||||||||
| 1794 Union Avenue | Baltimore | MD | 21211 | n/a | 501(3) | general support | $30,000 | |
| Maryland Family Network Inc | ||||||||
| 1800 Washington Boulevard Suite 445 | Baltimore | MD | 21230 | n/a | 501(3) | general support | $15,000 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | n/a | 501(3) | general support | $30,000 | |
| Moveable Feast | ||||||||
| 901 North Milton Avenue | Baltimore | MD | 21205 | n/a | 501(3) | general support | $25,000 | |
| MYLAW Maryland Youth & the Law | ||||||||
| 520 West Fayette Street 4th Floor | Baltimore | MD | 21201 | n/a | 501(3) | support for the Law Links High School Summer Internship program | $10,000 | |
| NJ LEEP | ||||||||
| 12 Lombardy Street Suite 303 | Newark | NJ | 071023210 | n/a | 501(3) | support for the David and Isidor Hirschhorn Scholarship Fund | $57,500 | |
| Parks & People Foundation | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 212172072 | n/a | 501(3) | support for Super Kids Camp | $10,000 | |
| Planned Parenthood of Maryland | ||||||||
| 330 North Howard Street | Baltimore | MD | 212013610 | n/a | 501(3) | support for Education and Training programs for young people | $20,000 | |
| Safe Alternative Foundation for Education | ||||||||
| 1501 West Lexington Street | Baltimore | MD | 21223 | n/a | 501(3) | support for the SAFE Summer Camp | $15,000 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | n/a | 501(3) | support for scholarships to enable disadvantaged children to attend camp | $25,000 | |
| Springboard Collaborative | ||||||||
| 1500 John F Kennedy Boulevard Suite | Philadelphia | PA | 191021710 | n/a | 501(3) | support for Springboard Summer in Baltimore | $25,000 | 1160 |
| TAMID Group | ||||||||
| 1100 Wayne Avenue Suite 850 | Silver Spring | MD | 209105625 | n/a | 501(3) | support for Israel internship opportunities for non-Jewish students | $30,000 | |
| Wide Angle Youth Media Inc | ||||||||
| 2507 North Howard Street Suite 100 | Baltimore | MD | 212184964 | n/a | 501(3) | support for the MediaWorks summer program | $17,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,424,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,582 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $977,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,551,155 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Axiom Asia Private Capital Fund II | 18 | -$5,279 | ||
| Axiom Asia IV | 18 | -$8,509 | 900001 | $161 |
| Centerbridge Partners R/E | 18 | -$3,571 | ||
| CPREF AIV I | 18 | -$2,417 | 900001 | $4,645 |
| CPREF AIV II | 18 | -$646 | ||
| CPREF AIV III | 18 | -$799 | ||
| CPREF AIV IV-A | 18 | -$4,890 | 900001 | -$4,866 |
| CPREF AIV V | 18 | -$958 | ||
| CPREF Cayman LP | 18 | $1,572 | ||
| Contrarian Distressed R/E Debt Fund IV | 18 | -$11,143 | ||
| Global Alpha International Small Cap | 18 | -$12,837 | ||
| Harrison Street V | 18 | -$3,150 | ||
| Madison Intl Real Estate Liq Fund VI | 18 | $13,813 | ||
| Mesirow Financial PE Ptship IV | 18 | -$3,633 | 900001 | -$3,004 |
| Ocean Avenue Fund III | 18 | -$5,352 | 900001 | $432 |
| Ocean Avenue Fund IV | 18 | -$8,724 | ||
| Prime IV | 18 | -$10 | ||
| Perennial Real Estate Fund | 18 | -$4,683 | 900001 | -$1,829 |
| Private Equity Investment Fund V | 18 | -$12,025 | ||
| Taconic CRE Dislocation Fund | 18 | -$1,738 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,356 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,451,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,446,979 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| American Trading and Production Corporation | |||||||
| 1 | One South Street STE 2800 | Baltimore | MD | 212023298 | $239,292 | Yes (X) | |
| American Trading and Production Corporation | |||||||
| 2 | One South Street STE 2800 | Baltimore | MD | 212023298 | $10,708 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,800 Shs BP | NoncashPropertyDesc |
| Fair Market Value | $239,292 | FairMarketValueAmt |
| Received | 2024-01-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $87,919 | Amt |
| Net Investment Income | $26,376 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,543 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Fund IV | AT COST | $195,949 | $579,410 |
| 57 Stars Global Opportunity III | AT COST | $161,444 | $278,136 |
| Artisan Developing World | AT COST | $693,022 | $1,283,713 |
| Avenue Aviation | AT COST | $508,060 | $459,905 |
| Axiom Asia II | AT COST | $421,534 | $251,728 |
| Axiom Asia IV | AT COST | $221,649 | $509,529 |
| Blackrock Strat Income Opps | AT COST | $1,903,092 | $1,856,461 |
| Centerbridge Partners R/E Associates | AT COST | $483,954 | $766,138 |
| Chatham High Yield | AT COST | $750,000 | $1,390,818 |
| Contrarian Distressed IV | AT COST | $761,928 | $649,025 |
| Davidson Kempner Int'l | AT COST | $1,500,000 | $2,459,718 |
| Dimensional International Small Cap | AT COST | $973,205 | $940,088 |
| Fir Tree Real Estate | AT COST | $18,575 | $3,271 |
| Global Alpha International Small Cap | AT COST | $51,246 | $51,246 |
| GT Distressed III | AT COST | $49,500 | $142,457 |
| Harrison Street V | AT COST | $112,913 | $173,029 |
| Invesco FTSE RAFI US 1000 ETF | AT COST | $2,481,464 | $3,209,047 |
| Ishares S&P Midcap ETF | AT COST | $771,342 | $1,035,779 |
| Ishares S&P Smallcap ETF | AT COST | $767,600 | $942,384 |
| Lexington LCP VII | AT COST | $0 | $42,049 |
| Lighthouse Global Long/Short Fund | AT COST | $1,000,000 | $1,539,160 |
| Madison Fund VI | AT COST | $636,774 | $631,073 |
| Magnitude International | AT COST | $1,019,108 | $2,670,097 |
| Mesirow IV Private Equity IV | AT COST | $98,106 | $132,774 |
| Narrow River Capital | AT COST | $500,000 | $540,297 |
| Ocean Avenue Fund III | AT COST | $216,534 | $516,208 |
| Ocean Avenue Fund IV | AT COST | $348,073 | $543,351 |
| Perennial Real Estate Fund | AT COST | $0 | $24,707 |
| Pimco Commodity R.R. Strat | AT COST | $958,091 | $645,964 |
| Pimco Real Return Fund | AT COST | $1,638,661 | $1,529,885 |
| Pimco Total | AT COST | $2,015,484 | $2,058,947 |
| Pinehurst Institutional Ltd | AT COST | $698,675 | $2,375,083 |
| Private Equity Investors V LP | AT COST | $171,943 | $222,287 |
| RCP Direct III Cayman Feeder | AT COST | $93,062 | $505,315 |
| RCP Fund VI | AT COST | $2,854 | $2,370 |
| RCP Fund XI | AT COST | $63,662 | $877,623 |
| RTW Innovation Offshore Fund | AT COST | $250,000 | $283,620 |
| State of Israel Bonds | AT COST | $50,000 | $50,000 |
| Taconic CRE Dislocation Fund | AT COST | $316,843 | $219,959 |
| Taconic IV (Axonic) | AT COST | $50,244 | $50,000 |
| Tiger Pacific Offshore Fund | AT COST | $1,000,000 | $1,141,865 |
| Vanguard Dev Mkt Index | AT COST | $8,282,030 | $9,022,067 |
| Vanguard Dividend Appreciation (FRMLY Specialized) | AT COST | $846,938 | $3,024,203 |
| Vanguard S&P 500 ETF (FRMLY INDEX) | AT COST | $1,220,046 | $5,011,472 |
| Vanguard ST Treasury Index | AT COST | $689,702 | $696,531 |
| VIA VII-VC | AT COST | $207,803 | $533,283 |
| W Capital Partners III | AT COST | $132,055 | $154,369 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Interest and Dividends receivable | $8,807 | $6,784 | $6,784 |
| Receivable - Centerbridge Partners R/E Associates | $13,065 | $20,084 | $20,084 |
| Recovery of Grant - CAMERA | $7,500 | $7,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Stock Donations - Difference between tax and cost basis | Desc |
| Amt | $238,410 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $16 | $0 | $16 |
| Dues & Subscriptions | $175 | $0 | $175 |
| Equipment Expense | $879 | $0 | $879 |
| Equipment Maintenance | $173 | $0 | $173 |
| IT Expenses | $2,467 | $0 | $2,467 |
| Postage | $516 | $0 | $516 |
| Software Expenses | $2,105 | $0 | $2,105 |
| Supplies | $95 | $0 | $95 |
| Telephone | $1,014 | $0 | $1,014 |
| Website | $785 | $0 | $785 |
| Investment Compliance | $185 | $185 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Axiom Asia Private Capital Fund II | -$5,279 | -$5,279 | -$5,279 |
| Axiom Asia IV | -$8,348 | -$8,509 | -$8,348 |
| Centerbridge Partners R/E | -$3,571 | -$3,571 | -$3,571 |
| CPREF AIV I | $1,996 | -$2,417 | $2,228 |
| CPREF AIV II | -$646 | -$646 | -$646 |
| CPREF AIV III | -$799 | -$799 | -$799 |
| CPREF AIV IV-A | -$9,758 | -$4,890 | -$9,756 |
| CPREF AIV V | -$958 | -$958 | -$958 |
| CPREF Cayman LP | $1,572 | $1,572 | $1,572 |
| Contrarian Distressed R/E Debt Fund IV | -$11,143 | -$11,143 | -$11,143 |
| Global Alpha International Small Cap | -$12,837 | -$12,837 | -$12,837 |
| Harrison Street V | -$3,150 | -$3,150 | -$3,150 |
| Madison Intl Real Estate Liq Fund VI | $13,813 | $13,813 | $13,813 |
| Mesirow Financial PE Ptship IV | -$6,649 | -$3,633 | -$6,637 |
| Ocean Avenue Fund III | -$5,281 | -$5,352 | -$4,920 |
| Ocean Avenue Fund IV | -$8,724 | -$8,724 | -$8,724 |
| Prime IV | -$10 | -$10 | -$10 |
| Perennial Real Estate Fund | -$6,513 | -$4,683 | -$6,512 |
| Private Equity Investment Fund V | -$12,030 | -$12,025 | -$12,025 |
| Taconic CRE Dislocation Fund | -$1,738 | -$1,738 | -$1,738 |
| Taconic IV (Axonic) | -$2,267 | -$2,371 | -$2,267 |
| VIA VII-VC | $778 | $778 | $778 |
| W Capital Partners III | -$3,686 | -$3,687 | -$3,686 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Perennial Real Estate - Suspended Book Loss | Desc |
| Amt | $1,988 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Greycourt | $109,058 | $109,058 | $0 |
| Executive Search - Consulting Fee | $9,923 | $0 | $9,923 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $43,659 | $43,659 | $0 |
| Excise Taxes | $24,000 | $0 | $0 |
| 2023 Federal Withholding paid in 2024 - Centerbridge AIV I | $4,963 | $0 | $0 |
| State Tax Withheld | $2,799 | $2,799 | $0 |
Comments