STEPHEN AND RENEE BISCIOTTI FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN AND RENEE BISCIOTTI FOUNDATION INC (EIN 52-2352678)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349102815
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees 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 | 2025-11-17T10:47:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 522352678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEPHEN & RENEE BISCIOTTI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6672602246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MT BANK STADIUM 1101 RUSSELL STRE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J BISCIOTTI | PersonNm |
| Person Title | EXECUTIVE | PersonTitleTxt |
| Phone | 6672602246 | PhoneNum |
| Signature | 2025-11-17 | 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 | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | 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 | $474,358,563 | 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 | $98,896,348 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,434,756 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,613,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,668,741 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,140,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,434,468 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,613,163 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,589 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $109,650,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,731,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,023 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $31,831 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,192 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $101,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50,555 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,555 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,920,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,120,273 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $158,716 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $30,046 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $398,404 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199,652 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $267 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,503 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,478,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,432,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $235,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,068,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,068,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,547,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,432,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,304,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,103,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,298,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,031,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,412,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,412,328 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,351,603 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,351,603 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $212,432,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $329,327,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $329,327,536 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,953,686 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,953,686 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $63,745,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,313,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,313,410 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $378,209,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,358,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $474,358,563 | 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 | $378,209,313 | RetainedEarningBOYAmt |
| Retained Earning EOY | $474,358,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $378,209,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $474,358,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $378,209,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $474,358,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $378,209,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,103,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,046,005 | OtherIncreasesAmt |
| Subtotal | $474,358,563 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $474,358,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | $15,133,247 | $12,992,572 | $2,140,675 | $2,140,675 | |
| K-1 LINE 8 NET SHORT-TERM CAPITAL GAIN/LOSS | $1,301,221 | $1,301,221 | $1,301,221 | P | |
| K-1 LINE 9 NET LONG-TERM CAPITAL GAIN/LOSS | $2,171,267 | $2,171,267 | $2,171,267 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,613,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $129,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $123,113 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $178,113 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,862 | OverpaymentAmt |
| Applied To ES Tax | $48,862 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RENEE F BISCIOTTI CO POINT FIELD | IndividualWithBooksNm |
| Phone | 6672602246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 RUSSELL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RENEE F BISCIOTTI | ||||||||
| 1101 RUSSELL STREET | BALTIMORE | MD | 21230 | PRESIDENT, TREASURER & SECRETARY | 0.01 | $0 | $0 | $0 |
| STEPHEN J BISCIOTTI | ||||||||
| 1101 RUSSELL STREET | BALTIMORE | MD | 21230 | DIRECTOR | 0.01 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POINT FIELD PARTNERS HOLDING COMPANY LLC | |||||
| 1101 RUSSELL STREET | BALTIMORE | MD | 21230 | INVESTMENT CONSULTING | $1,650,230 |
| PLUCK LLC | |||||
| 1040 PARK AVENUE SUITE 310 | BALTIMORE | MD | 21201 | PROCESSES AND STRATEGY CONSULTING | $158,716 |
| ANDERSEN TAX LLC | |||||
| 350 S GRAND AVENUE SUITE 2000 | LOS ANGELES | CA | 20000 | TAX ADVISORY SERVICES | $101,110 |
| NORTHERN TRUST | |||||
| 50 SOUTH LA SALLE STREET | CHICAGO | IL | 60603 | CUSTODIAN AND BANKING SERVICES | $87,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $232,453,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,166,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,233,288 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $380,852,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $380,852,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,712,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $375,140,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,757,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,757,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129,251 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $45,208 | IncomeTaxAmt |
| Total Tax | $174,459 | TotalTaxAmt |
| Distributable Before Adj | $18,582,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,582,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,582,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,304,526 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,304,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,582,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,314,742 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,496,176 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $16,863,277 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,674,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,304,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,582,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,721,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,396,170 | 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 | $1,314,742 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,081,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,496,176 | ExcessFromYear4Amt |
| Excess From Year1 | $16,863,277 | ExcessFromYear1Amt |
| Excess From Current Year | $23,721,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RENEE F BISCIOTTI | ContributingManagerNm |
| Contributing Manager | STEPHEN J BISCIOTTI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATED CATHOLIC CHARITIES INC | ||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | LEADERSHIP BREAKFAST | $250,000 |
| ASSOCIATED CATHOLIC CHARITIES INC | ||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | GREATER PROMISE CAMPAIGN | $8,000,000 |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC | ||||||
| 2490 GILES ROAD | BALTIMORE | MD | 21225 | PC | EMERGENCY ANIMAL CARE | $100,000 |
| BALTIMORE CIVIC FUND | ||||||
| 1 N CHARLES STREET | BALTIMORE | MD | 21201 | PC | YOUTHWORKS | $200,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | ||||||
| 11 EAST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21202 | PC | KEY BRIDGE EMERGENCY FUND | $2,000,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | ||||||
| 11 EAST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21202 | PC | CIVIC LEADERSHIP FUND | $40,000 |
| BALTIMORE HOMECOMING INC | ||||||
| 1427 CLARKVIEW RD STE 500 | BALTIMORE | MD | 212090016 | PC | BALTIMORE HOMECOMING | $25,000 |
| BALTIMORE MUSEUM OF ART INC | ||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | PC | BMA BALL | $10,000 |
| BALTIMORE MUSEUM OF INDUSTRY | ||||||
| 1415 KEY HIGHWAY | BALTIMORE | MD | 21230 | PC | REDEFINING INDUSTRY | $1,250 |
| BLACKBIRD LABORATORIES INC | ||||||
| 101 W DICKMAN ST | BALTIMORE | MD | 212305000 | PC | GENERAL OPERATING | $1,860,000 |
| BLACKBIRD LABORATORIES INC | ||||||
| 101 W DICKMAN ST | BALTIMORE | MD | 212305000 | PC | GENERAL OPERATING | $2,973,000 |
| BLACKBIRD LABORATORIES INC | ||||||
| 101 W DICKMAN ST | BALTIMORE | MD | 212305000 | PC | GENERAL OPERATING | $832,000 |
| BLACKBIRD LABORATORIES INC | ||||||
| 101 W DICKMAN ST | BALTIMORE | MD | 212305000 | PC | GENERAL OPERATING | $2,718,000 |
| BOWIE STATE UNIVERSITY FOUNDATION | ||||||
| 14000 JERICHO PARK RD | BOWIE | MD | 207153319 | PC | OZZIE NEWSOME SCHOLARS PROGRAM | $140,000 |
| BOYS & GIRLS CLUB OF MARTIN COUNTY INC | ||||||
| 11500 SE LARES AVENUE | HOBE SOUND | FL | 33455 | PC | FIELD TRIPS | $25,000 |
| BOYS & GIRLS CLUB OF MARTIN COUNTY INC | ||||||
| 11500 SE LARES AVENUE | HOBE SOUND | FL | 33455 | PC | CAPITAL CAMPAIGN | $2,000,000 |
| BOYS & GIRLS CLUBS OF ANNAPOLIS & ANNE ARUNDEL COUNTY INC | ||||||
| 121 SOUTH VILLA AVENUE | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING | $75,000 |
| BOYS & GIRLS CLUBS OF ANNAPOLIS & ANNE ARUNDEL COUNTY INC | ||||||
| 121 SOUTH VILLA AVENUE | ANNAPOLIS | MD | 21401 | PC | CAPITAL IMPROVEMENT | $50,000 |
| BOYS & GIRLS CLUBS OF METROPOLITAN BALTIMORE INCORPORATED | ||||||
| 1201 S SHARP STREET | BALTIMORE | MD | 21230 | PC | CAPITAL CAMPAIGN - HILTON RECREATION CENTER | $3,000,000 |
| BOYS & GIRLS CLUBS OF METROPOLITAN BALTIMORE INCORPORATED | ||||||
| 1201 S SHARP STREET | BALTIMORE | MD | 21230 | PC | CAPITAL CAMPAIGN - HILTON RECREATION CENTER | $2,600,000 |
| BOYS & GIRLS CLUBS OF METROPOLITAN BALTIMORE INCORPORATED | ||||||
| 1201 S SHARP STREET | BALTIMORE | MD | 21230 | PC | GENERAL OPERATING - HILTON RECREATION CENTER | $400,000 |
| BOYS & GIRLS CLUBS OF METROPOLITAN BALTIMORE INCORPORATED | ||||||
| 1201 S SHARP STREET | BALTIMORE | MD | 21230 | PC | CAPITAL CAMPAIGN - HILTON RECREATION CENTER | $2,400,000 |
| BRIDGES BALTIMORE INC | ||||||
| 540 E BELVEDERE AVE | BALTIMORE | MD | 21212 | PC | COLLEGE ACCESS | $900,000 |
| CASEY CARES | ||||||
| 7100 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | PC | GENERAL OPERATING | $10,000 |
| CHILDRENS SCHOLARSHIP FUND BALTIMORE | ||||||
| PO BOX 5282 | BALTIMORE | MD | 21224 | PC | SCHOLARSHIPS | $40,000 |
| CIVIC WORKS INC | ||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | PC | CIVIC WORKS BALTIMORE CENTER FOR SUSTAINABLE CAREERS | $150,000 |
| CIVIC WORKS INC | ||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | PC | CONSTRUCTION TRAINING LAB | $200,000 |
| COLLEGE TRACK | ||||||
| 483 9TH STREET | OAKLAND | CA | 94607 | PC | COLLEGE ACCESS | $450,000 |
| COLLEGEBOUND FOUNDATION INC | ||||||
| 2507 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | OZZIE NEWSOME SCHOLARS PROGRAM | $60,000 |
| COLLEGEBOUND FOUNDATION INC | ||||||
| 2507 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | COLLEGE ACCESS | $900,000 |
| COPPIN STATE UNIVERSITY DEVELOPMENT FOUNDATION INC | ||||||
| 2500 W NORTH AVE | BALTIMORE | MD | 21216 | PC | OZZIE NEWSOME SCHOLARS PROGRAM | $120,000 |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | NC | GENERAL OPERATING | $50,000 |
| FIRST FRUITS FARM INC | ||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | PC | GENERAL OPERATING | $25,000 |
| FORWARD CITIES INC | ||||||
| PO BOX 2008 | DURHAM | NC | 277022008 | PC | PLACE BUILDERS FELLOWSHIP | $25,000 |
| FOUNDATION TO COMBAT ANTI-SEMITISM INC | ||||||
| 1 PATRIOT PL | FOXBORO | MA | 020351374 | POF | GENERAL OPERATING | $5,000,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 NORTH CHARLES ST | BALTIMORE | MD | 21201 | PC | MOST - MARYLAND OUT OF SCHOOL TIME NETWORK | $50,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 NORTH CHARLES ST | BALTIMORE | MD | 21201 | PC | MENTOR OF EXCELLENCE AWARDS | $25,000 |
| GILCHRIST HOSPICE CARE INC | ||||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | PC | GILCHRIST BALL | $25,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | GOUCHER COLLEGE PRISON EDUCATION PARTNERSHIP | $150,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | ||||||
| PO BOX 708 | NEW YORK | NY | 10030 | PC | HARLEM LACROSSE BALTIMORE | $25,000 |
| HOPE FOR ALL INC | ||||||
| PO BOX 1548 | GLEN BURNIE | MD | 21060 | PC | GENERAL OPERATING | $25,000 |
| HOSPICE OF THE CHESAPEAKE INC | ||||||
| 90 RITCHIE HWY | PASADENA | MD | 21122 | PC | GENERAL OPERATING | $5,000 |
| HOUSE OF RUTH MARYLAND INC | ||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING | $25,000 |
| HOWARD HOSPITAL FOUNDATION INC | ||||||
| 5755 CEDAR LANE | COLUMBIA | MD | 21044 | NC | GENERAL OPERATING | $10,000 |
| IRC'S CENTER FOR ECONOMIC OPPORTUNITY INC | ||||||
| PO BOX 152188 | SAN DIEGO | CA | 921952188 | PC | LOAN POOL PILOT | $650,000 |
| IRVINE NATURAL SCIENCE CENTER INC | ||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | PC | ANIMAL CARE PROGRAM | $40,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3910 KESWICK ROAD | BALTIMORE | MD | 21211 | PC | JOHNS HOPKINS TECHNOLOGY VENTURES | $50,000 |
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NC | JUPITER MEDICAL CENTER SURGICAL INSTITUTE | $250,000 |
| KENNEDY KRIEGER FOUNDATION INC | ||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | PC | HATS AND HORSES | $40,000 |
| LIVING CLASSROOMS FOUNDATION | ||||||
| 1417 THAMES ST | BALTIMORE | MD | 21231 | PC | TOMORROWS PROMISE CAMPAIGN | $250,000 |
| LOYOLA UNIVERSITY MARYLAND INC | ||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 212102699 | NC | SCHOOL OF EDUCATION DEAN'S DISCRETIONARY FUND | $20,000 |
| MARYLAND NEW DIRECTIONS INC | ||||||
| 2700 N CHARLES ST | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING | $75,000 |
| MARYLAND SPCA INC | ||||||
| 3300 FALLS ROAD | BALTIMORE | MD | 21211 | PC | ANIMAL CARE | $75,000 |
| MENTOR THE NATIONAL MENTORING PARTNERSHIP INC | ||||||
| 225 FRANKLIN STREET | BOSTON | MA | 02110 | PC | MENTOR NATIONAL & MENTOR MARYLAND | $300,000 |
| MORGAN STATE UNIVERSITY FOUNDATION INCORPORATED | ||||||
| 1700 E COLD SPRING LN | BALTIMORE | MD | 212510001 | PC | OZZIE NEWSOME SCHOLARS PROGRAM | $170,000 |
| MOTHER SETON ACADEMY INC | ||||||
| 2215 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | SCHOLARSHIPS | $100,000 |
| MOTHER SETON ACADEMY INC | ||||||
| 2215 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | FIELD TRIPS | $18,005 |
| PIVOT INC | ||||||
| 1725 E BALTIMORE ST | BALTIMORE | MD | 212311508 | PC | GENERAL OPERATING | $90,000 |
| POLICE BENEVOLENT ASSOCIATION CHARITY FUND INC | ||||||
| 2100 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | PC | PBSO MOTORMEN CHARITABLE CONTRIBUTION | $50,000 |
| ROMAN CATHOLIC ARCHBISHOP OF BALTIMORE CORPORATION SOLE | ||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 212014421 | PC | PARTNERS IN EXCELLENCE SCHOLARSHIP PROGRAM | $125,000 |
| SAFE ALTERNATIVE FOUNDATION FOR EDUCATION INC | ||||||
| 1501 W LEXINGTON ST | BALTIMORE | MD | 212231744 | PC | WORKFORCE DEVELOPMENT CENTER | $75,000 |
| SEVERN RIVER LIONS CLUB | ||||||
| PO BOX 118 | SEVERNA PARK | MD | 21146 | PC | FRUIT PURCHASED AND CONTRIBUTED TO SPAN, INC. | $680 |
| SPAN INC | ||||||
| 400 BENFIELD RD | SEVERNA PARK | MD | 21146 | NC | STRIDE FOR SPAN TURKEY TROT | $1,500 |
| SPCA OF ANNE ARUNDEL COUNTY | ||||||
| PO BOX 3471 | ANNAPOLIS | MD | 21403 | NC | ANNUAL WALK FOR ANIMALS | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | RUN RICH RUN CAMPAIGN | $200,000 |
| TALISMAN THERAPEUTIC RIDING | ||||||
| 172 BLUE RIBBON LN | GRASONVILLE | MD | 216381340 | PC | MORTGAGE RETIREMENT | $100,000 |
| TEACH FOR AMERICA INC | ||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | PC | BALTIMORE FUTURE FUND | $250,000 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | PC | FOREVERGLADES | $5,000 |
| THE EVERYMAN THEATRE INC | ||||||
| 315 W FAYETTE STREET | BALTIMORE | MD | 21201 | PC | A NIGHT FOR BALTIMORE | $10,000 |
| HUMAN DEVELOPMENT CORPORATION | ||||||
| 664 E CENTRAL AVE | EDGEWATER | MD | 21037 | PC | STUDENT SCHOLARSHIPS | $25,000 |
| THE V FOUNDATION | ||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | PC | GENERAL OPERATING | $75,000 |
| TURNAROUND TUESDAY INC | ||||||
| 2519 N CHARLES ST | BALTIMORE | MD | 212184602 | PC | BUILD - BALTIMORE UNITED LEADERSHIP DEVELOPMENT | $60,000 |
| TURNAROUND INC | ||||||
| 8503 LASALLE ROAD FL 2 | TOWSON | MD | 21286 | PC | SAFE HOUSE FOR CHILD SURVIVORS OF HUMAN TRAFFICKING | $250,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | ||||||
| 220 ARCH ST | BALTIMORE | MD | 21201 | PC | UMB CURE SCHOLARS PROGRAM | $25,000 |
| UNIVERSITY OF MARYLAND FOUNDATION INC | ||||||
| 11868 ACADEMIC OVAL | PRINCESS ANNE | MD | 21853 | PC | OZZIE NEWSOME SCHOLARS PROGRAM | $120,000 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC | ||||||
| 110 SOUTH PACA STREET | BALTIMORE | MD | 21201 | PC | BUILDING FOR LIFE CAMPAIGN | $200,000 |
| UPSURGE BALTIMORE COMMUNITY INC | ||||||
| 1501 SAINT PAUL ST | BALTIMORE | MD | 212022871 | PC | GENERAL OPERATING | $250,000 |
| VEHICLES FOR CHANGE INC | ||||||
| 4111 WASHINGTON BLVD | HALETHORPE | MD | 21227 | PC | GENERAL OPERATING | $100,000 |
| BOYS & GIRLS CLUB OF MARTIN COUNTY INC | ||||||
| 11500 SE LARES AVENUE | HOBE SOUND | FL | 33455 | PC | IN-KIND MEALS | $44,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,068,560 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BALTIMORE COMMUNITY FOUNDATION INC | ||||||
| 11 EAST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21202 | PC | KEY BRIDGE EMERGENCY FUND | $3,000,000 |
| BRIDGES BALTIMORE INC | ||||||
| 540 E BELVEDERE AVE | BALTIMORE | MD | 21212 | PC | COLLEGE ACCESS | $8,100,000 |
| COLLEGE TRACK | ||||||
| 483 9TH STREET | OAKLAND | CA | 94607 | PC | COLLEGE ACCESS | $8,550,000 |
| COLLEGEBOUND FOUNDATION INC | ||||||
| 2507 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | COLLEGE ACCESS | $8,100,000 |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | PC | GENERAL OPERATING | $200,000 |
| FIRST FRUITS FARM INC | ||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | PC | GENERAL OPERATING | $100,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 NORTH CHARLES ST | BALTIMORE | MD | 21201 | PC | MOST - MARYLAND OUT OF SCHOOL TIME NETWORK | $50,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | PC | GOUCHER COLLEGE PRISON EDUCATION PARTNERSHIP | $150,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | ||||||
| PO BOX 708 | NEW YORK | NY | 10030 | PC | HARLEM LACROSSE BALTIMORE | $25,000 |
| MENTOR THE NATIONAL MENTORING PARTNERSHIP INC | ||||||
| 225 FRANKLIN STREET | BOSTON | MA | 02110 | PC | MENTOR NATIONAL & MENTOR MARYLAND | $450,000 |
| PLAYERS PHILANTHROPY FUND | ||||||
| 1122 KENILWORTH DR | TOWSON | MD | 21204 | PC | ED REED HOUSE | $250,000 |
| TURNAROUND INC | ||||||
| 8503 LASALLE ROAD FL 2 | TOWSON | MD | 21286 | PC | SAFE HOUSE FOR CHILD SURVIVORS OF HUMAN TRAFFICKING | $250,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | ||||||
| 220 ARCH ST | BALTIMORE | MD | 21201 | PC | UMB CURE SCHOLARS PROGRAM | $25,000 |
| UPSURGE BALTIMORE COMMUNITY INC | ||||||
| 1501 SAINT PAUL ST | BALTIMORE | MD | 212022871 | PC | GENERAL OPERATING | $750,000 |
| WATERFRONT PARTNERSHIP OF BALTIMORE INC | ||||||
| 650 S EXETER ST STE 200 | BALTIMORE | MD | 21202 | PC | HEALTHY HARBOR INITIATIVE | $3,750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $33,750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,613,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,140,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,754,350 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,754,350 | 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 | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(2) | LineNumberTxt |
| Involved | $680 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEVERN RIVER LIONS CLUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | PURCHASE OF FRUIT THAT LATER WAS GRANTED TO SPAN, INC. TO SUPPORT ITS CHARITABLE PROGRAM OF PROVIDING FOOD TO THE HUNGRY | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEPHEN AND RENEE BISCIOTTI | |||||||
| 1 | 1101 RUSSELL ST | BALTIMORE | MD | 21230 | $14,299 | Yes (X) | |
| STEPHEN AND RENEE BISCIOTTI | |||||||
| 2 | 1101 RUSSELL ST | BALTIMORE | MD | 21230 | $52,339,089 | Yes (X) | |
| STEPHEN AND RENEE BISCIOTTI | |||||||
| 3 | 1101 RUSSELL ST | BALTIMORE | MD | 21230 | $46,542,960 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 180,076 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ETF (VTI) | $52,339,089 | 2024-12-30 |
| 3 | 144,000 SHARES OF ISHARES RUSSELL 1000 ETF (IWB) | $46,542,960 | 2024-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $101,110 | Amt |
| Net Investment Income | $50,555 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,555 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADJUSTMENT TO INTEREST FROM K-1S | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I, LINE 4B | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION RECEIVED FORM 8986 FROM RISE OF THE REST SEED FUND II, LP ON SEPTEMBER 10, 2024 REPORTING PARTNERSHIP ADJUSTMENTS RESULTING FROM THE RISE OF THE REST SEED FUND II, LP'S ADMINISTRATIVE ADJUSTMENT YEAR. THE ADJUSTMENTS DECREASED THE FOUNDATION'S SHARE OF INTEREST INCOME BY $731 FOR THE REPORTING YEAR. THESE AMOUNTS WERE NOT UNRELATED BUSINESS TAXABLE INCOME (UBTI) AND ARE THEREFORE NOT REPORTABLE ON A FORM 990-T. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NT #9421: 990,000 SHS - AIR LEASE CORP | $991,889 | $991,889 |
| NT #9421: 1,005,000 SHS - AMPHENOL CORP | $1,000,155 | $1,000,155 |
| NT #9421: 1,010,000 SHS - APPLE INC | $994,481 | $994,481 |
| NT #9421: 1,000,000 SHS - BERKSHIRE HATHAWAY ENERGY CO | $998,286 | $998,286 |
| NT #9421: 1,010,000 SHS - BOOKING HOLDINGS INC | $996,821 | $996,821 |
| NT #9421: 990,000 SHS - BROADCOM INC | $993,485 | $993,485 |
| NT #9421: 1,015,000 SHS - CHEVRON CORP | $1,003,976 | $1,003,976 |
| NT #9421: 1,005,000 SHS - CITIGROUP INC | $1,000,152 | $1,000,152 |
| NT #9421: 1,005,000 SHS - DISNEY WALT CO | $999,061 | $999,061 |
| NT #9421: 1,010,000 SHS - EBAY INC | $1,003,989 | $1,003,989 |
| NT #9421: 1,020,000 SHS - HASBRO INC | $997,369 | $997,369 |
| NT #9421: 1,010,000 SHS - HUNT J B TRANS SVCS INC | $999,934 | $999,934 |
| NT #9421: 995,000 SHS - INDEX CORP | $990,667 | $990,667 |
| NT #9421: 1,030,000 SHS - MCCORMICK & CO INC | $998,743 | $998,743 |
| NT #9421: 945,000 SHS - ORACLE CORP | $991,124 | $991,124 |
| NT #9421: 970,000 SHS - PNC FINL SVCS | $999,257 | $999,257 |
| NT #9421: 1,005,000 SHS - STARBUCKS CORP | $999,913 | $999,913 |
| NT #9421: 1,035,000 SHS - UNITEDHEALTH GROUP INC | $1,001,203 | $1,001,203 |
| NT #9421: 1,005,000 SHS - US BANCORP | $996,672 | $996,672 |
| NT #9421: 1,010,000 SHS - VISA INC | $998,301 | $998,301 |
| NT #9421: 1,030,000 SHS - WELLS FARGO & COMPANY | $998,208 | $998,208 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NT #2526: 144,000 SHS - MFC ISHARES TR RUSSELLL 1000 ETF | $46,391,040 | $46,391,040 |
| NT #2526: 771,762 SHS - MFC VANGUARD INDEX FDS TOTAL STOCK MARKET ETF | $223,664,345 | $223,664,345 |
| NT #2526: 1,032,436 SHS - MFC VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE | $59,272,151 | $59,272,151 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,351,603 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,351,603 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5AM OPPORTUNITIES II LP | FMV | $3,917,102 | $3,917,102 |
| 5AM VENTURES VII | FMV | $2,083,040 | $2,083,040 |
| BLUE DELTA CAPITAL FUND II LP | FMV | $1,246,244 | $1,246,244 |
| CANAAN XII LP | FMV | $4,567,270 | $4,567,270 |
| CANAAN XIII LP | FMV | $88,605 | $88,605 |
| CATALIO NEXUS FUND II | FMV | $668,409 | $668,409 |
| CATALIO NEXUS FUND IV, LP | FMV | $525,535 | $525,535 |
| CONSCIOUS VENTURE FUND I LP | FMV | $788,484 | $788,484 |
| CONSCIOUS VENTURE FUND II LP | FMV | $1,211,723 | $1,211,723 |
| EPIDAREX CAPITAL III | FMV | $1,296,467 | $1,296,467 |
| FARALLON REAL ESTATE INSTITUTIONAL PARTNERS IV, L.P. | FMV | $1,461,286 | $1,461,286 |
| FARALLON REAL ESTATE PARTNERS III LP | FMV | $3,720,156 | $3,720,156 |
| GROTECH VENTURES IV LP | FMV | $1,530,620 | $1,530,620 |
| HATTERAS VENTURE PARTNERS VI LP | FMV | $6,924,024 | $6,924,024 |
| HATTERAS VENTURE PARTNERS VII LP | FMV | $3,729,265 | $3,729,265 |
| INNER LOOP CAPITAL FUND II LP | FMV | $3,311,363 | $3,311,363 |
| NEXTGEN VENTURES FUND II LP | FMV | $1,080,149 | $1,080,149 |
| PARKWAY CAPITAL II LP | FMV | $5,630,845 | $5,630,845 |
| PROPEL BALTIMORE FUND II LP | FMV | $717,821 | $717,821 |
| PROPEL BALTIMORE FUND III LP | FMV | $595,108 | $595,108 |
| PTX CAPITAL LP | FMV | $3,256,038 | $3,256,038 |
| PTX PIONEER INVESTMENTS LP | FMV | $1,020,600 | $1,020,600 |
| RA CAPITAL NEXUS FUND II | FMV | $1,802,629 | $1,802,629 |
| RA CAPITAL NEXUS FUND III | FMV | $1,833,643 | $1,833,643 |
| RAREBREED VENTURES FUND | FMV | $886,360 | $886,360 |
| RESOLVE GROWTH PARTNERS FUND I LP | FMV | $5,676,165 | $5,676,165 |
| RISE OF THE REST SEED FUND II LP | FMV | $1,261,145 | $1,261,145 |
| SQUADRA VENTURES II QP | FMV | $323,521 | $323,521 |
| SQUADRA VENTURES LP | FMV | $1,789,969 | $1,789,969 |
| STEPSTONE VC OPPORTUNITIES VI LP | FMV | $4,630,712 | $4,630,712 |
| STEPSTONE VC OPPORTUNITIES VII LP | FMV | $1,940,565 | $1,940,565 |
| TCG LABS FUND I, LP | FMV | $141,064 | $141,064 |
| TECHSTARS ACCELERATOR, LP | FMV | $3,208,328 | $3,208,328 |
| THE LEGALTECH FUND I, LP | FMV | $797,638 | $797,638 |
| TOWN HALL VENTURES II | FMV | $3,651,517 | $3,651,517 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $41,023 | LegalFeesAmt |
| Net Investment Income | $31,831 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,192 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES/SOFTWARE | $16,234 | $0 | $16,234 |
| POSTAGE AND SHIPPING | $69 | $0 | $69 |
| ADVERTISING AND MARKETING | $1,200 | $0 | $1,200 |
| SEC 59(E)(2) FROM K-1S | $0 | $267 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 LINE 1 ORDINARY INCOME/LOSSES | $0 | -$1,598 | $0 |
| K-1 LINE 10 1231 GAIN/LOSS | $0 | $2,693 | $0 |
| K-1 LINE 11A OTHER INCOME | $0 | $10,318 | $0 |
| K-1 LINE 11F OTHER INCOME | $0 | $219 | $0 |
| K-1 LINE 4 GUARANTEED PAYMENTS | $0 | $2,957 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS/LOSSES | Desc |
| Amt | $31,046,005 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES | $1,674,491 | $1,674,491 | $0 |
| INVESTMENT CUSTODIAL FEES | $87,646 | $87,646 | $0 |
| PARTNERSHIP PASSTHROUGH - PORTFOLIO DEDUCTIONS | $0 | $3,358,136 | $0 |
| CONSULTING FEES | $158,716 | $0 | $158,716 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $398,404 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $199,652 | $0 |
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