ARBOR DOG FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARBOR DOG FOUNDATION INC (EIN 81-3301040)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-01
- IRS object ID
- 202543059349100204
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-01T08:13:30-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454348911 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHEU & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11019 MCCORMICK ROAD SUITE 120 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | 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 | 813301040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARBOR DOG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROLAND S HARVEY | InCareOfNm |
| Business Name Control | ARBO | BusinessNameControlTxt |
| Phone | 4102447507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1503 HEATHER HILL LANE | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLAND S HARVEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4102447507 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE F MATHEU CPA | PreparerPersonNm |
| PTIN | P00646445 | PTIN |
| Phone | 4102154446 | PhoneNum |
| Preparation | 2025-11-01 | PreparationDt |
| 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 | $4,880,692 | 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 | $123,175 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,427 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,427 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,456 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,077,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,524 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $305,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,407 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,993 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $47,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,769 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $413,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $4,627,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,880,692 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,880,692 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,627,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,880,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,880,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,627,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,880,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,627,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,880,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,627,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,880,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,627,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,893 | ExcessRevenueOverExpensesAmt |
| Other Increases | $416,775 | OtherIncreasesAmt |
| Subtotal | $4,880,692 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,880,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES HELD BY HARBOR INVESTMEN | P | $787,869 | $807,041 | -$19,172 | -$19,172 |
| SECURITIES HELD BY BNY MELLON | P | $185,418 | $184,175 | $1,243 | $1,243 |
| CAPITAL GAIN DIVIDENDS | P | $104,453 | $104,453 | $104,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,524 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,871 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,871 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,814 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,814 | TotalPaymentsAndCreditsAmt |
| Tax Due | $57 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | ARBORDOGFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ROLAND S HARVEY | IndividualWithBooksNm |
| Phone | 4102447507 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1503 HEATHER HILL LANE | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROLAND S HARVEY | ||||||||
| 1503 HEATHER HILL LANE | COCKEYSVILLE | MD | 21030 | PRESIDENT | 22.00 | $0 | $0 | $0 |
| JEFFREY K GONYA | ||||||||
| 750 E PRATT STREET STE 900 | BALTIMORE | MD | 21202 | SECRETARY TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN J KELLY | ||||||||
| 3131 W GOLF COURSE ROAD | OWINGS MILLS | MD | 21117 | TREASURER | 1.00 | $0 | $0 | $0 |
| MATTHEW NOVAK | ||||||||
| 2330 WEST JOPPA ROAD STE 160 | LUTHERVILLE TIMONIUM | MD | 21093 | MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,024,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $99,769 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,669,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,669,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,599,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,871 | TotalTaxAmt |
| Distributable Before Adj | $228,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228,086 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,713 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $413,713 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,086 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $155,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $172,618 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $314,196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $642,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,713 | QualifyingDistributionsAmt |
| Applied To Current Year | $228,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $185,627 | RemainingDistriFromCorpusAmt |
| Total Corpus | $828,338 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $828,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $155,897 | ExcessFromYear4Amt |
| Excess From Year2 | $172,618 | ExcessFromYear2Amt |
| Excess From Year1 | $314,196 | ExcessFromYear1Amt |
| Excess From Current Year | $185,627 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WOMANS JOURNEY JOHNS HOPKINS MED | |||||||
| 901 S BOND STREET 550 | BALTIMORE | MD | 21231 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| AMERICAN ITALIAN ASSOC CATHOLIC CHA | |||||||
| 3249 PINE BLUFFS DR | ELLICOTT CITY | MD | 21042 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $4,000 |
| BACK ON MY FEET BALTIMORE CHAPTER | |||||||
| 201 N CHARLES ST STE 2303 | BALTIMORE | MD | 21201 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| BALTIMORE CHESAPEAKE BAY OUTWARD BO | |||||||
| 1900 EAGLE DR | BALTIMORE | MD | 21207 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| BALTIMORE EDUCATIONAL SCHOOLARSHIP | |||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $12,500 |
| BALTIMORE TREE TRUST INC | |||||||
| 330 W 24TH ST | BALTIMORE | MD | 21211 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| BOOTS FOR BALTIMORE A PROGRAM OF TH | |||||||
| 5603 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $3,000 |
| BOYS LATIN SCHOOL OF MARYLAND INC | |||||||
| 822 W LAKE AVE | BALTIMORE | MD | 21210 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $23,000 |
| BRIDGES | |||||||
| 540 E BELVEDERE AVE STE 201 | BALTIMORE | MD | 21212 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| CAMBRIDGE SCHOOL INC | |||||||
| 6200 N CHARLES ST | BALTIMORE | MD | 21212 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| CAMP OPPORTUNITY | |||||||
| GLEN ARM ROAD | GLEN ARM | MD | 21057 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $2,000 |
| CCBC SUSTAINABLE HORTICULTURE | |||||||
| 7201 ROSSVILLE BLVD | ROSEDALE | MD | 21237 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| CENTER FOR URBAN FAMILIES | |||||||
| 2201 N MONROE ST | BALTIMORE | MD | 21217 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $15,000 |
| CHURCH OF THE NATIVITY | |||||||
| 20 E RIDGLEY RD | LUTHERVILLE | MD | 21093 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $1,000 |
| CIVIC WORKS INC | |||||||
| 2701 SAINT LO DRIVE | BALTIMORE | MD | 21213 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| COOL KIDS | |||||||
| 8422 BELLONA LANE STE 102 | TOWSON | MD | 21204 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $1,000 |
| CYLBURN ARBORETUM ASSOC | |||||||
| 4915 GREENSPRING AVE | BALTIMORE | MD | 21209 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $14,000 |
| FIRST FRUITS FARM | |||||||
| 20431 MIDDLE TOWN RD | FREELAND | MD | 21053 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| FRIENDS OF CLIFTON MANSION | |||||||
| 2701 ST LO DR | BALTIMORE | MD | 21213 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $20,000 |
| FRIENDS SCHOOL | |||||||
| 5114 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $12,000 |
| FUND FOR UCAP THE UCAP SCHOOL | |||||||
| 75 CARPENTER STREET | PROVIDENCE | RI | 02903 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $500 |
| GARRISON FORREST SCHOOL | |||||||
| 300 GARRISON FORREST RD | OWINGS MILLS | MD | 21117 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| GIRLS EMPOWERMENT MISSION GEM | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $11,000 |
| HELPING UP MISSION OF BALTIMORE CIT | |||||||
| 1029 E BALTIMORE ST | BALTIMORE | MD | 21202 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| I AM MENTALITY YOUTH MALE EMPOWERME | |||||||
| 4115 FREDRICK AVE | BALTIMORE | MD | 21229 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| IRVINE NATURE CENTER | |||||||
| 11201 GARRISON FORREST RD | OWINGS MILLS | MD | 21117 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $15,000 |
| LADEW TOPIARY GARDENS TRUSTEES OF | |||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $2,000 |
| LIFEBRIDGE CENTER OF HOPE | |||||||
| 5400 PREAKNESS WAY | BALTIMORE | MD | 21215 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| LOST VOICES OF FENTANYL | |||||||
| PO BOX 9284 | DUNDALK | MD | 21222 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $2,400 |
| MENTORING MENTORS | |||||||
| PO BOX 67021 | BALTIMORE | MD | 21215 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $3,000 |
| MSGR ODWYER RETREAT HOUSE | |||||||
| 15523 YORK RD SPARKS | SPARKS GLENCOE | MD | 21152 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $12,500 |
| NATURE CONSERVATORY IN MARYLAND | |||||||
| 425 BARLOW PL STE 100 | BETHESDA | MD | 20814 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $2,000 |
| NEIGHBORSPACE BALTIMORE | |||||||
| PO BOX 6715 | TOWSON | MD | 21285 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| ODYSSEY SCHOOL | |||||||
| 3257 BRIDLE RIDGE LANE | LUTHERVILLE TIMONIUM | MD | 21093 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| ONE LOVE FOUNDATION | |||||||
| 46 PONDFIELD RD | BRONXVILLE | NY | 10708 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| OUR SISTER SCHOOL INC | |||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $3,500 |
| PARKS AND PEOPLE FOUNDATION | |||||||
| 2100 LIBERTY HEIGHT AVE | BALTIMORE | MD | 21217 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| PARTNERS IN EXCELLLENCE A SCHOLAR | |||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| PROJECT PNEUMA INC | |||||||
| 25 W FAYETTE ST | BALTIMORE | MD | 21201 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| RICH PROGRAM | |||||||
| 1501 E FAYETTE ST | BALTIMORE | MD | 21231 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| ROLAND PARK COMMUNITY FOUNDATION | |||||||
| 5115 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| SHEPPARD PRATT HEALTH SYSTEM | |||||||
| 6501 N CHARLES ST | TOWSON | MD | 21204 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| SISTER ACADEMY OF BALTIMORE | |||||||
| 139 1 ST AVE | BALTIMORE | MD | 21227 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $7,500 |
| ST IGNATIUS SCHOOL | |||||||
| 740 N CALVERT ST | BALTIMORE | MD | 21202 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $2,000 |
| ST JOSEPH MEDICAL CENTER FOUNDATION | |||||||
| 7601 OLSER DR | TOWSON | MD | 21204 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $12,000 |
| ST PAULS SCHOOL FOR THE BOYS | |||||||
| 11152 FALLS RD | LUTHERVILLE TIMONIUM | MD | 21093 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $4,375 |
| ST PAULS SCHOOL FOR THE GIRLS | |||||||
| 11232 FALLS RD | LUTHERVILLE | MD | 21093 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $3,438 |
| ST TIMOTHYS SCHOOL | |||||||
| 8400 GREENSPRING AVE | STEVENSON | MD | 21153 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| THE FRANCISCAN CENTER | |||||||
| 101 W 23RD ST | BALTIMORE | MD | 21218 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| THREAD | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $5,000 |
| TURN AROUND | |||||||
| 1 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $10,000 |
| WATER FRONT PARTNERSHIP | |||||||
| 650 S EXETER ST SUITE 200 | BALTIMORE | MD | 21202 | NONE | PC | TO BE USED FOR THEIR CHARITABLE PURPOSES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $413,713 | 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 | $26,427 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,456 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,407 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | FUNDS ARE INVESTED FOR GROWTH AND INCOME TO ASSIST IN MEETING THE CHARITABLE PURPOSES. IN CALENDAR YEAR 2024, SECURITIES WERE SOLD FOR A NET LOSS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,993 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARBOR INVESTMENT BROKERAGE ACCOUNT | $4,194,412 | $4,194,412 |
| BNY MELLON BROKERAGE ACCOUNT | $586,511 | $586,511 |
| INVESTMENT IN BLUEPRINT BALTO OZ | $99,769 | $99,769 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $47,769 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $47,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $416,775 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLAND HARVEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1503 HEATHER HILL LANE | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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