DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349101323
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:36:10-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | One South Street Ste 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212023298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | c/o AFS One South St No 2950 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212023298 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne A Patterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4103477114 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 128.177.116.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 09:36:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D12110E46A70B79426E057235F55C62C0F5EC006 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E2706C375E039EB00F36CED9FDCA9AB677DCF8F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,200,070 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $402 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $402 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $642,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $631,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,175,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,980,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,107,347 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $157,681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$231,804 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,476,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,507,573 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $105,837 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $105,837 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,703 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,703 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,051 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,967 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,781 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,781 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $910 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $910 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,528 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,804,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,804,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,148,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,998,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,367,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $636,753 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $510,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $510,845 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $32,612,720 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,066,221 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,689,225 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,249,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,577,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,200,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $33,249,473 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,577,066 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,249,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,577,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,249,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,577,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,249,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,577,066 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,577,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,231.184 SHRS DODGE & COX INT'L FUND | P | 2016-12-22 | 2017-05-25 | $98,507 | $85,053 | $13,454 | $13,454 |
| 2,718.739 SHRS DODGE & COX INT'L FUND | P | 2016-12-22 | 2017-05-24 | $120,032 | $106,553 | $13,479 | $13,479 |
| 6,375.105 SHRS DODGE & COX INT'L FUND | P | 2011-07-15 | 2017-05-24 | $281,461 | $226,426 | $55,035 | $55,035 |
| 4,953.765 SHRS DODGE & COX INT'L FUND | P | 2016-12-22 | 2017-09-07 | $225,000 | $175,944 | $49,056 | $49,056 |
| 33,577 SHRS PIMCO ALL ASSET FUND | P | 2016-12-29 | 2017-02-28 | $389,829 | $389,111 | $718 | $718 |
| 197.289 SHRS VULCAN VALUE SMALL CAP | P | 2016-12-22 | 2017-02-28 | $3,794 | $3,758 | $36 | $36 |
| 5,002.919 SHRS VULCAN VALUE SMALL CAP | P | 2013-09-11 | 2017-02-28 | $96,206 | $91,954 | $4,252 | $4,252 |
| 38,491.15 SHRS CAPITAL PRIVATE CLIENT | P | 2014-12-31 | 2017-06-02 | $500,000 | $387,401 | $112,599 | $112,599 |
| 318 SHRS VANGUARD INDEX FDS S&P 500 | P | 2012-12-20 | 2017-05-30 | $70,105 | $41,713 | $28,392 | $28,392 |
| 4,425 SHRS VANGUARD Dividend Appreciation | P | 2011-12-09 | 2017-02-28 | $400,012 | $242,680 | $157,332 | $157,332 |
| FPCM - Disposition | P | 2017-05-15 | $67,874 | -$67,874 | -$67,874 | ||
| Taconic CRE Dislocation Fund | P | 2017-12-31 | $13,007 | $13,007 | $13,007 | ||
| Mesirow IV | P | 2017-12-31 | $161,671 | $161,671 | $161,671 | ||
| Axiom Asia II | P | 2017-12-31 | $54,505 | $54,505 | $54,505 | ||
| Perennial Real Estate Fund | P | 2017-12-31 | $32,670 | $32,670 | $32,670 | ||
| Private Equity Portfolio V | P | 2017-12-31 | $48,705 | -$48,705 | -$48,705 | ||
| W Capital Partners III | P | 2017-12-31 | $22,622 | $22,622 | $22,622 | ||
| FPCM Emerging Mkts | P | 2017-02-28 | $97,093 | $97,093 | $97,093 | ||
| VIA VII-VC | P | 2017-12-31 | $6,094 | -$6,094 | -$6,094 | ||
| Harrison V | P | 2017-12-31 | $26,671 | $26,671 | $26,671 | ||
| Axiom Asia IV | P | 2017-12-31 | $23 | -$23 | -$23 | ||
| Madison Int'l Realty VI | P | 2017-12-31 | $9,083 | $9,083 | $9,083 | ||
| W Capital Partners II - Distribution in excess of basis | P | 2017-12-31 | $115,112 | $115,112 | $115,112 | ||
| RCP Fund V - Distribution in excess of basis | P | 2017-12-31 | $102,692 | $102,692 | $102,692 | ||
| LCP VII - Distribution in excess of basis | P | 2017-12-31 | $89,741 | $89,741 | $89,741 | ||
| Madison III - Liquidating distribution | P | 2017-12-31 | $329 | $329 | $329 | ||
| Capital Gains Dividends | P | $70,494 | $70,494 | $70,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,107,347 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,109,398 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,262,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055129 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,706,982 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,472,293 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,394,605 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,496,522 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,355,564 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,558,490 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059546 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,437,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,914,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064297 | DistributionYr5Rt |
| Total Distribution | 0.303563 | TotalDistributionRt |
| Average Distribution | 0.060713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,055,069 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,492,576 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,506,251 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,998,509 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,864 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,864 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,515 | OverpaymentAmt |
| Applied To ES Tax | $6,515 | 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 |
| 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 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 | 0 | BusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA B HIRSCHHORN | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | TRUSTEE AND CHAIRMAN OF TH | 0.00 | $0 | $0 | $0 |
| 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 |
| JILL R ROBINSON | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ANNE A PATTERSON | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | ASSISTANT SECRETARY AND TR | 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 | $71,460 |
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $70,000 |
| 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 | $40,317,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,362,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,680,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,680,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $625,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,055,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,052,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,052,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,349 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,070 | IncomeTaxAmt |
| Total Tax | $29,419 | TotalTaxAmt |
| Distributable Before Adj | $2,023,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,023,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,023,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,998,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,998,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,998,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,023,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $587,963 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $401,702 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $355,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $700,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $206,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,252,894 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,998,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,998,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,825 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,825 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,228,069 | 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 | $563,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,664,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $401,702 | ExcessFromYear4Amt |
| Excess From Year3 | $355,328 | ExcessFromYear3Amt |
| Excess From Year2 | $700,927 | ExcessFromYear2Amt |
| Excess From Year1 | $206,974 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel B Hirschhorn co Ms Betsy Rin | 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 (126 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(c)(3) | support for the Senior Move Management Program and support for the Clutter Management/Hoarding Program | $25,000 | |
| Access HEARS | ||||||||
| 19 South Exeter Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $10,000 | |
| ACHARAI The Shoshana S Cardin Leadership Development Institute | ||||||||
| 5806 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $32,500 | |
| Ahavas Yisrael Charity Fund | ||||||||
| 6400 Cross Country Boulevard | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $5,000 | |
| AIDS Interfaith Residential Services Inc | ||||||||
| 1800 North Charles Street Suite 910 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support to deepen the capacity of AIRS' resource development function | $15,000 | |
| American Friends of Meir Panim Inc | ||||||||
| 5316 New Utecht Avenue | Brooklyn | NY | 11219 | N/A | 501(c)(3) | general support | $15,000 | |
| The American Jewish Committee | ||||||||
| 165 East 56 Street | New York | NY | 10022 | N/A | 501(c)(3) | general support for Project Interchange | $60,000 | |
| American Jewish World Service | ||||||||
| 45 West 36th Street 10th Floor | New York | NY | 10018 | N/A | 501(c)(3) | general support | $45,000 | |
| American Supporters of Yedid | ||||||||
| 492c Cedar Lane 335 | Teaneck | NJ | 07666 | N/A | 501(c)(3) | general support | $5,000 | |
| The Arc of Baltimore | ||||||||
| 7215 York Road | Baltimore | MD | 21212 | N/A | 501(c)(3) | support for the Bay Buddies summer camp program | $5,000 | |
| Art with a Heart Inc | ||||||||
| 3000 Falls Road Mill 1 | Baltimore | MD | 21211 | N/A | 501(c)(3) | General Support | $37,500 | |
| Associated Catholic Charities Inc | ||||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support through sponsorship of the 2017 Leadership Breakfast | $2,500 | |
| The Associated Jewish Community Federation of Baltimore Inc | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the four Hillel campus programs in the Baltimore metropolitan area | $10,000 | |
| Baltimore Bar Foundation Inc | ||||||||
| 111 North Calvert Street Suite 631 | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Senior Legal Services program | $10,000 | |
| The Baltimore Museum of Art | ||||||||
| 10 Art Museum Drive | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $2,500 | |
| Baltimore Shabbat Project | ||||||||
| 3310 Labyrinth Road | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $20,000 | |
| Benefits Data Trust | ||||||||
| 1500 Market Street STE 2800 | Philadelphia | PA | 19102 | N/A | 501(c)(3) | support for the "MD Benefits Center - Comprehensive Senior Benefits" project | $15,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for an endowment, proceeds from which will provide scholarships for students at Beth Tfiloh Dahan Community School | $100,000 | |
| Beth Tfiloh Congregation | ||||||||
| 3300 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support through sponsorship of Spotlight 2018 | $18,000 | |
| Bowery Residents' Committee Inc | ||||||||
| 131 West 25th Street 12th Floor | New York | NY | 10001 | N/A | 501(c)(3) | general support | $12,500 | |
| Business & Human Rights Resource Centre | ||||||||
| 120 Wall Street 16th Floor | New York | NY | 10005 | N/A | 501(c)(3) | general support | $10,000 | |
| CASA of Baltimore County Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 21204 | N/A | 501(c)(3) | general support | $7,500 | 117 |
| Center for Urban Families Inc | ||||||||
| 2201 North Monroe Street | Baltimore | MD | 21217 | N/A | 501(c)(3) | general support | $15,000 | |
| Central Europe Center for Research and Documentation | ||||||||
| 1141 Loxford Terrace | Silver Spring | MD | 20901 | N/A | 501(c)(3) | general support | $5,000 | |
| Chabad-Lubavitch of Maryland Inc | ||||||||
| 6701 Old Pimlico Road | Baltimore | MD | 21209 | N/A | 501(c)(3) | general support | $5,000 | |
| Chizuk Amuno Congregation | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the Community Partnership Programs Initiative | $10,000 | |
| Chizuk Amuno Congregation | ||||||||
| 8100 Stevenson Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the scholarship endowment fund and support for current scholarship needs while the endowment grows | $42,000 | |
| The Circus Barn Incorporated | ||||||||
| 1 Circus Road | Greensboro | VT | 05841 | N/A | 501(c)(3) | general support | $5,000 | |
| Citizenship Law Related Education Program | ||||||||
| 520 West Fayette Street Maryland | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for Law Links 2017 High School Summer Internship program | $5,000 | Bar Center 4th Floor |
| Civic Works Inc | ||||||||
| 2701 Saint Lo Drive | Baltimore | MD | 21213 | N/A | 501(c)(3) | support for the Baltimore Conservation Leadership Corps | $15,000 | |
| Committee for Accuracy in Middle East Reporting in America | ||||||||
| PO Box 35040 | Boston | MA | 02135 | N/A | 501(c)(3) | general support | $2,500 | |
| Community Law Center Inc | ||||||||
| 3355 Keswick Road Suite 200 | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $7,500 | |
| Comprehensive Housing Assistance Inc | ||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for TECH - Knowledge, the technology hub at the Myerberg Senior Center | $20,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 07104 | N/A | 501(c)(3) | annual support | $2,500 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 06320 | N/A | 501(c)(3) | support to cover the costs of a Director for the new Hillel House | $70,000 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 06320 | N/A | 501(c)(3) | support for the 2017-2018 Annual Fund | $35,000 | |
| Digital Harbor Foundation | ||||||||
| 1045 Light Street | Baltimore | MD | 21230 | N/A | 501(c)(3) | support for the STEM Summer Maker Camp | $7,500 | |
| Dyslexia Tutoring Program Inc | ||||||||
| 711 West 40th Street Suite 310 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the summer camp program | $15,000 | |
| EDGE Funders Alliance | ||||||||
| 60 29th Street Box 559 | San Francisco | CA | 94110 | N/A | 501(c)(3) | general support | $2,500 | |
| Elijah Cummings Youth Program in Israel Inc | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $25,000 | |
| EMpower-The Emerging Markets Foundation | ||||||||
| 111 John Street Suite 2410 | New York | NY | 10038 | N/A | 501(c)(3) | general support | $15,000 | |
| Encounter Programs Inc | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | N/A | 501(c)(3) | general support | $5,000 | |
| Enoch Pratt Free Library of Baltimore City | ||||||||
| 400 Cathedral Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for child and teen literacy initiatives | $25,000 | |
| Episcopal Housing Corporation | ||||||||
| 3986 Roland Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the Neighbor-to-Neighbor program | $10,000 | |
| The Everyman Theatre Inc | ||||||||
| 315 West Fayette Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | general support | $4,000 | |
| Farm & Wilderness Foundation Inc | ||||||||
| 263 Farm Wilderness Road | Plymouth | VT | 05056 | N/A | 501(c)(3) | support for the "Thrive for 75" Campaign | $33,000 | |
| Food Allergy Research & Education | ||||||||
| 7925 Jones Branch Drive Suite 1100 | McLean | VA | 22102 | N/A | 501(c)(3) | general support | $2,500 | |
| Foundation for Baltimore County Public Library | ||||||||
| 320 York Road | Towson | MD | 21204 | N/A | 501(c)(3) | general support | $2,500 | |
| Fund for Educational Excellence | ||||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the "Writers in School" program in Baltimore | $10,000 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support | $5,000 | 400 |
| Fusion Partnerships Inc | ||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support for Turning Pages | $5,000 | |
| Global Camps Africa | ||||||||
| 11911 Freedom Drive 850 | Reston | VA | 20190 | N/A | 501(c)(3) | support for the Transition Fund to Sustainability | $10,000 | |
| Global Greengrants Fund | ||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | N/A | 501(c)(3) | general support | $4,500 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 21204 | N/A | 501(c)(3) | support for the Goucher Prison Education Partnership | $5,000 | |
| Greater Baltimore Tennis Patrons Association Inc | ||||||||
| PO Box 190 | Owings Mills | MD | 21117 | N/A | 501(c)(3) | general support | $2,500 | |
| Halachic Organ Donor Society | ||||||||
| PO Box 693 | New York | NY | 10108 | N/A | 501(c)(3) | general support | $10,000 | |
| Helping Up Mission | ||||||||
| 1029 East Baltimore Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $15,000 | |
| Hide and Seek Foundation | ||||||||
| 6475 East Pacific Coast Highway | Long Beach | CA | 90803 | N/A | 501(c)(3) | support for the SOAR/NPC Collaborative | $5,000 | Suite 466 |
| Hillel of Greater Philadelphia | ||||||||
| 215 South 39th Street | Philadelphia | PA | 19104 | N/A | 501(c)(3) | support for Penn Hillel | $5,000 | |
| Homeless Persons Representation Project | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Homeless Youth Initiative | $10,000 | |
| Honest Reporting | ||||||||
| 165 East 56th Street 2nd Floor | New York | NY | 10022 | N/A | 501(c)(3) | general support | $5,000 | |
| HopeWell Cancer Support | ||||||||
| PO Box 755 | Brooklandville | MD | 21022 | N/A | 501(c)(3) | general support | $15,000 | |
| Horizon Day Camp | ||||||||
| 8 Market Place Suite 803 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $7,500 | |
| House of Ruth Maryland Inc | ||||||||
| 2201 Argonne Drive | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $10,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 21204 | N/A | 501(c)(3) | support for the Expanding Our Legacy campaign | $80,000 | |
| Institute for Islamic Christian and Jewish Studies Inc | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 21204 | N/A | 501(c)(3) | support for the annual fund | $7,500 | |
| Interfaith Youth Core | ||||||||
| 141 West Jackson Boulevard Suite | Chicago | IL | 60604 | N/A | 501(c)(3) | general support | $25,000 | 3200 |
| Israel Guide Dog Center for the Blind | ||||||||
| 968 Easton Road Suite H | Warrington | PA | 18976 | N/A | 501(c)(3) | general support | $10,000 | |
| Itineris Foundation | ||||||||
| 2050-A Rockrose Avenue | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $3,000 | |
| JBI International Inc | ||||||||
| 110 East 30th Street | New York | NY | 20026 | N/A | 501(c)(3) | general support | $2,500 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | support for HaZamir Baltimore for the 2018 season | $5,000 | |
| Jewish Community Center of Baltimore Inc | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | general support | $20,000 | |
| Jewish Community Foundation of MetroWest New Jersey | ||||||||
| 901 Route 10 | Whippany | NJ | 07981 | N/A | 501(c)(3) | support for the Amelia and Ephraim Hirschhorn Senior Adult Jewish Education Program | $5,000 | |
| The Jewish Museum of Maryland | ||||||||
| 15 Lloyd Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for Amending America, a traveling exhibit from the National Archives | $10,000 | |
| Job Opportunities Task Force Inc | ||||||||
| 217 East Redwood Street Suite 1500 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $10,000 | |
| Junior Achievement of Central Maryland Inc | ||||||||
| 10711 Red Run Boulevard Suite 110 | Owings Mills | MD | 21117 | N/A | 501(c)(3) | support for programming for Baltimore City students | $4,000 | |
| The Lambi Fund of Haiti | ||||||||
| 1050 Connecticut Avenue NW 10th | Washington | DC | 20036 | N/A | 501(c)(3) | general support | $3,500 | Floor |
| The League for People With Disabilities Inc | ||||||||
| 1111 East Cold Spring Lane | Baltimore | MD | 21239 | N/A | 501(c)(3) | support for the "Fund for Camp" | $7,500 | |
| Legal Aid Bureau Inc | ||||||||
| 500 East Lexington Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | support for the Long Term Care Assistance Project | $25,000 | |
| Let's Breakthrough Inc | ||||||||
| 4 West 43rd Street Suite 715 | New York | NY | 10036 | N/A | 501(c)(3) | general support | $15,000 | |
| Levindale Auxiliary Inc | ||||||||
| 2434 West Belvedere Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $2,500 | |
| LifeBridge Health | ||||||||
| 2401 West Belvedere Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support through sponsorship of the Race for Our Kids | $2,500 | |
| Lighthouse Guild | ||||||||
| 15 West 65th Street | New York | NY | 10023 | N/A | 501(c)(3) | general support | $2,500 | |
| Manna House Inc | ||||||||
| 435 East 25th Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | capital support to renovate and expand the existing facility | $25,000 | |
| Maryland Book Bank | ||||||||
| PO Box 41551 | Baltimore | MD | 21203 | N/A | 501(c)(3) | general support | $15,000 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 21227 | N/A | 501(c)(3) | general support | $25,000 | |
| The Maryland School for the Blind | ||||||||
| 3501 Taylor Avenue | Baltimore | MD | 21236 | N/A | 501(c)(3) | support for the Jana Goshen McGeachy Fund | $2,500 | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven Street | Baltimore | MD | 21224 | N/A | 501(c)(3) | general support | $12,500 | |
| Morningside Center for Teaching Social Responsibility | ||||||||
| 475 Riverside Drive Suite 550 | New York | NY | 10115 | N/A | 501(c)(3) | general support | $15,000 | |
| My Sister's Circle | ||||||||
| PO Box 84 | Timonium | MD | 21094 | N/A | 501(c)(3) | general support | $7,500 | |
| North Star Fund | ||||||||
| 520 Eighth Avenue Floor 22 | New York | NY | 10018 | N/A | 501(c)(3) | general support | $10,000 | |
| Ohr Torah Stone Institutions of Israel | ||||||||
| 49 West 45th Street Suite 701 | New York | NY | 10036 | N/A | 501(c)(3) | support for Midreshet Lindenbaum | $2,500 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | endowment support for the Opportunity Initiative | $40,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for the 2017 Civil Rights Trip | $4,800 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support | $25,000 | |
| Parks & People Foundation for Baltimore Recreation & Parks | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 21217 | N/A | 501(c)(3) | support for Super Kids Camp | $25,000 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 21122 | N/A | 501(c)(3) | support for the Ride Partners program | $12,500 | |
| Planned Parenthood Federation of America Inc | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | N/A | 501(c)(3) | general support | $1,250 | |
| Planned Parenthood of Maryland Inc | ||||||||
| 330 North Howard Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for Education and Training programs for young people | $12,500 | |
| READ Global | ||||||||
| PO Box 29286 | San Francisco | CA | 94129 | N/A | 501(c)(3) | general support | $3,500 | |
| Reading Partners | ||||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | N/A | 501(c)(3) | support to offer reading tutoring in Baltimore City public schools | $17,500 | |
| The Red Devils | ||||||||
| PO Box 36291 | Towson | MD | 21286 | N/A | 501(c)(3) | general support | $4,000 | |
| Rosedale Freedom Project | ||||||||
| 705 Front Street PO Box 21 | Rosedale | MS | 38769 | N/A | 501(c)(3) | support to facilitate dialogue between Park School students and Freedom Fellows | $6,200 | |
| Seasons Hospice Foundation | ||||||||
| 6400 Shafer Court Suite 700 | Rosemont | IL | 60018 | N/A | 501(c)(3) | general support | $5,000 | |
| The Shalom Center | ||||||||
| 6711 Lincoln Drive | Philadelphia | PA | 19119 | N/A | 501(c)(3) | general support | $2,500 | |
| Shoresh Inc | ||||||||
| 3723 Old Court Road Suite 206 | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for scholarships to enable disadvantaged children to attend camp | $20,000 | |
| South Baltimore Learning Center | ||||||||
| 28 East Ostend Street | Baltimore | MD | 21230 | N/A | 501(c)(3) | general support | $30,000 | |
| The Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | 501(c)(3) | support for the Teaching Tolerance program | $5,000 | |
| St Ambrose Housing Aid Center | ||||||||
| 321 East 25th Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Homesharing Program | $15,000 | |
| St Vincent de Paul Society | ||||||||
| 2305 North Charles Street Suite 300 | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the costs associated with the acquisition of INNterim Housing | $20,000 | |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Youth Empowered Society | $15,000 | |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Adult Learning Center | $25,000 | |
| Talmudical Academy of Baltimore | ||||||||
| 4445 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support through sponsorship of "The Dinner of a Century", the centennial event | $6,000 | |
| Temple Oheb Shalom | ||||||||
| 7310 Park Heights Avenue | Baltimore | MD | 21208 | N/A | 501(c)(3) | annual support | $20,000 | |
| Thread Inc | ||||||||
| PO Box 1584 | Baltimore | MD | 21203 | N/A | 501(c)(3) | general support | $7,500 | |
| Union for Reform Judaism | ||||||||
| 633 Third Avenue | New York | NY | 10017 | N/A | 501(c)(3) | support for the Annual Campaign | $2,000 | |
| United Way of Central Maryland | ||||||||
| PO Box 64282 | Baltimore | MD | 21264 | N/A | 501(c)(3) | support for the 2017 Campaign | $36,000 | |
| Usher 1F Collaborative Inc | ||||||||
| 321 Walnut Street 228 | Newtonville | MA | 02460 | N/A | 501(c)(3) | support to fund research for a cure for Usher Syndrome Type 1F | $8,000 | |
| The Village Learning Place Inc | ||||||||
| 2521 St Paul Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $5,000 | |
| The Walters Art Museum | ||||||||
| 600 North Charles Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | support through the annual giving campaign | $2,500 | |
| Winnebago Alumni Association | ||||||||
| 401 Saint Christopher Rd | Richmond | VA | 23226 | N/A | 501(c)(3) | support for scholarships for minority campers | $6,000 | |
| WITNESS | ||||||||
| 80 Hanson Place 5th Floor | Brooklyn | NY | 11217 | N/A | 501(c)(3) | general support | $40,000 | |
| The Women's Housing Coalition | ||||||||
| 119 East 25th Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $10,000 | |
| Women's Law Center Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 21204 | N/A | 501(c)(3) | general support | $10,000 | 201 |
| Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 01002 | N/A | 501(c)(3) | support to create the Universal Yiddish Library | $25,000 | |
| Your Public Radio Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | general support | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,804,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $642,901 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,175,221 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (15 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Mesirow Financial Private | 900000 | $28,343 | 18 | -$44,308 |
| Perennial Real Estate Fd | 900000 | $171 | 18 | -$7,354 |
| Axiom Asia II | 900000 | 18 | -$11,350 | |
| PEP V | 900000 | $25 | 18 | -$11,246 |
| Prime Finance II | 900000 | $0 | 18 | $0 |
| W Capital Partners | 900000 | -$1,273 | 18 | -$13,755 |
| VIA VII-VA, LP | 900000 | $262 | 18 | -$15,499 |
| FCPM EMERGING MARKETS | 900000 | 18 | -$89,405 | |
| Prime Finance IV | 900000 | 18 | -$1,132 | |
| Harrison Street V | 900000 | 18 | -$9,809 | |
| Axiom Asia IV | 900000 | 18 | -$9,638 | |
| Madison Int'l RE Fd VI | 900000 | 18 | -$7,502 | |
| Taconic CRE Dislocation | 900000 | 18 | -$1,869 | |
| Ocean Avenue Fund III | 900000 | -$2,133 | 18 | -$8,975 |
| Book to Tax Adjustment | 18 | $364,090 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,395 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,950,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,976,205 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $70,000 | Amt |
| Net Investment Income | $28,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (41 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Index | AT COST | $3,690,176 | $6,900,498 |
| Vanguard Specialized | AT COST | $1,254,256 | $2,333,426 |
| DFA Emerging Markets Value | AT COST | $880,304 | $778,758 |
| Pimco All Assets | AT COST | $482,605 | $426,743 |
| Pimco Total | AT COST | $1,204,502 | $1,337,419 |
| State of Israel Bonds | AT COST | $25,000 | $24,971 |
| RCP Fund V | AT COST | $0 | $273,869 |
| Perennial Real Estate Fund | AT COST | $147,439 | $151,111 |
| Mesirow IV Private Equity IV | AT COST | $867,654 | $845,624 |
| RCP fund VI | AT COST | $50,868 | $353,660 |
| PEP V LP | AT COST | $201,151 | $201,187 |
| Prime Finance Partners | AT COST | $251 | $261 |
| Axiom Asia Private Capital | AT COST | $826,113 | $781,405 |
| LCP VII LP | AT COST | $0 | $359,588 |
| Discovery Equity Partners | AT COST | $500,000 | $1,224,185 |
| Dodge & Cox | AT COST | $1,707,123 | $2,215,788 |
| Harbor Dd Real Return Inst | AT COST | $1,262,963 | $1,124,958 |
| Capital Private Client | AT COST | $1,640,724 | $2,284,855 |
| Golub Capital Partners | AT COST | $484,503 | $1,062,500 |
| W Capital Partners III | AT COST | $452,496 | $430,800 |
| Pinehurst Institutional Ltd | AT COST | $1,500,000 | $2,268,421 |
| Magnitude International | AT COST | $1,500,000 | $2,141,883 |
| Fir Tree Real Estate | AT COST | $133,979 | $237,751 |
| 57 Stars Global Opportunity | AT COST | $414,451 | $468,823 |
| VIA VII-VC | AT COST | $638,651 | $582,554 |
| Tweedy Brown Global | AT COST | $1,854,450 | $2,058,501 |
| Vulcan Value Small Cap | AT COST | $1,106,629 | $1,208,220 |
| Prime Finance IV | AT COST | $343,788 | $333,487 |
| IShares MSCI EAFE Index | AT COST | $2,920,790 | $3,092,796 |
| Davidson Kempner Int'l | AT COST | $1,500,000 | $1,719,993 |
| Harrison Street V | AT COST | $389,257 | $378,967 |
| Oaktree Emerging Markets Absolute | AT COST | $1,000,000 | $1,002,756 |
| Axiom Asia IV | AT COST | $170,232 | $150,464 |
| Taconic CRE Dislocation Fund | AT COST | $734,682 | $723,729 |
| RCP Fund XI | AT COST | $90,000 | $71,932 |
| Madison Fund VI | AT COST | $673,402 | $709,108 |
| 57 Stars Global Fund IV | AT COST | $191,263 | $208,813 |
| Met West Low Duration Bond Fund | AT COST | $1,014,496 | $1,011,575 |
| Pimco Low Duration Fund | AT COST | $1,031,757 | $1,032,902 |
| Ocean Avenue Fund III | AT COST | $180,266 | $132,777 |
| W Capital Partners II | AT COST | $0 | $42,167 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Equipment Maintenance | $143 | $0 | $143 |
| Supplies | $874 | $0 | $874 |
| Miscellaneous | $719 | $85 | $634 |
| Telephone | $155 | $0 | $155 |
| Equipment Expense | $1,440 | $0 | $1,440 |
| Dues & Subscriptions | $159 | $0 | $159 |
| Website | $123 | $0 | $123 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Fisher Distribution Fund | $38 | $38 | $38 |
| Mesirow Financial Private | -$15,965 | -$44,308 | -$15,965 |
| Perennial Real Estate Fd | -$7,183 | -$7,354 | -$7,183 |
| Axiom Asia II | -$11,350 | -$11,350 | -$11,350 |
| PEP V | -$11,221 | -$11,246 | -$11,221 |
| W Capital Partners | -$15,028 | -$13,755 | -$15,028 |
| VIA VII-VA, LP | -$15,237 | -$15,499 | -$15,237 |
| FCPM EMERGING MARKETS | -$89,405 | -$89,405 | -$89,405 |
| Prime Finance IV | -$1,132 | -$1,132 | -$1,132 |
| Harrison Street V | -$9,809 | -$9,809 | -$9,809 |
| Axiom Asia IV | -$9,638 | -$9,638 | -$9,638 |
| Madison Int'l RE Fd VI | -$7,502 | -$7,502 | -$7,502 |
| Taconic CRE Dislocation | -$1,869 | -$1,869 | -$1,869 |
| Ocean Avenue Fund III | -$11,108 | -$8,975 | -$11,108 |
| Book to Tax Adjustment | $364,090 | $364,090 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Greycourt/Other Inv Fees | CategoryTxt |
| Amt | $73,051 | Amt |
| Net Investment Income | $73,051 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $38,616 | $38,616 | $0 |
| Excise Taxes | $10,000 | $0 | $0 |
| State Tax W/h | $351 | $351 | $0 |
Comments