DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349102370
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2017-11-15T12:51:44-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521489400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The David and 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 | 2017-11-15 | 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 | 2017-11-15 | IPDt |
| IP Tm | 11:42:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7D2C8941816BD892A6B9E232AE15001BC913E60D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 911C695FDBEBE92D67683C49598B13E17AB81A49 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,803,407 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $470 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $470 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $590,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $590,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $432,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,064,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $432,298 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$291,251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$393,835 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $731,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $629,167 | 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 | $99,297 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $99,297 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,402 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,402 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,302 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,302 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,635 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,185 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,185 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,493 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,493 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,676 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $290,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,912,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,912,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,202,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,109,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,471,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $665,114 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $636,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $636,753 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $34,055,423 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,612,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,166,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,720,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,249,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,803,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $34,720,537 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,720,537 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,471,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,720,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,249,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,720,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,249,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,720,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,471,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,249,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,249,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Madison III | P | 2016-12-31 | $44,300 | $44,300 | $44,300 | ||
| Mesirow IV | P | 2016-12-31 | $135,778 | $135,778 | $135,778 | ||
| Axiom Asia II | P | 2016-12-31 | $84,352 | $84,352 | $84,352 | ||
| Perennial RE | P | 2016-12-31 | $58,657 | $58,657 | $58,657 | ||
| PEP V | P | 2016-12-31 | $15,979 | $15,979 | $15,979 | ||
| W Capital Partners III | P | 2016-12-31 | $29,964 | $29,964 | $29,964 | ||
| FPCM Emerging Mkts | P | 2016-12-31 | $113,895 | $113,895 | $113,895 | ||
| VIA VII-VC | P | 2016-12-31 | $16,137 | $16,137 | $16,137 | ||
| Harrison Street V | P | 2016-12-31 | $2,990 | $2,990 | $2,990 | ||
| Madison VI | P | 2016-12-31 | $788 | $788 | $788 | ||
| 6221.485 shrs DFA Emerging Mkts Value | P | 2016-09-21 | $150,000 | -$81,430 | -$81,430 | 2016-09-29 | $231,430 |
| 16885.553 shrs Pimco All Asset Fund | P | 2016-05-19 | $180,000 | -$30,768 | -$30,768 | 2016-03-21 | $210,768 |
| 20270.27 shrs Pimco All Asset Fund | P | 2016-11-17 | $225,000 | -$9,904 | -$9,904 | 2016-09-19 | $234,904 |
| 104644.476 shrs Pimco Unconstrained Bond Fd | P | 2016-03-02 | $1,050,631 | -$113,120 | -$113,120 | 2016-02-29 | $1,163,751 |
| 8156.607 shrs Vulcan Value Small Cap | P | 2016-11-17 | $150,000 | -$1,584 | -$1,584 | 2015-12-23 | $151,584 |
| State of Israel Bond 4/1/16 1.35% | P | 2016-04-01 | $25,000 | $0 | $0 | 2014-04-14 | $25,000 |
| 1250 shrs Vanguard Index Fund S&P 500 | P | 2016-09-02 | $250,259 | $86,292 | $86,292 | 2012-12-20 | $163,967 |
| 1785 shrs Vanguard Index Fund S&P 500 | P | 2016-09-20 | $350,431 | $116,286 | $116,286 | 2012-12-20 | $234,145 |
| 500 shrs Vanguard Index Fund S&P 500 | P | 2016-11-17 | $100,178 | $34,591 | $34,591 | 2012-12-20 | $65,587 |
| CRTI Exempt Investors | P | 2016-04-07 | $756 | $595 | $595 | $161 | |
| Madison International Realty III - loss on disposal | P | 2016-12-31 | -$150,483 | -$150,483 | $150,483 | ||
| W Capital Partners II - Distribution in Excess of Basis | P | 2016-12-31 | $45,853 | $45,853 | $45,853 | ||
| Capital Gains Dividends | P | $33,130 | $33,130 | $33,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $432,298 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,706,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,472,293 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066885 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,394,605 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,496,522 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057706 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,355,564 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,558,490 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059546 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,437,811 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,914,897 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064297 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,620,379 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,491,358 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066353 | DistributionYr5Rt |
| Total Distribution | 0.314787 | TotalDistributionRt |
| Average Distribution | 0.062957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,262,783 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,408,910 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,414,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,109,398 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,579 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,579 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,864 | OverpaymentAmt |
| Applied To ES Tax | $23,864 | 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 | 212023298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 THE BOARD | 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 TREASURER | 0.00 | $0 | $0 | $0 |
| SANDRA L GLOCK | ||||||||
| ONE SOUTH STREET STE 2950 | BALTIMORE | MD | 21202 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $76,200 |
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment Managemt | $41,199 |
| 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 | $37,799,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,046,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,845,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,845,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $582,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,262,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,913,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,913,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,715 | TotalTaxAmt |
| Distributable Before Adj | $1,902,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,902,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,902,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,109,398 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,109,398 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,109,398 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,902,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $659,019 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $587,963 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $401,702 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $355,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $700,927 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,704,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,109,398 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,902,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $206,974 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,911,913 | 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 | $659,019 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,252,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $587,963 | ExcessFromYear4Amt |
| Excess From Year3 | $401,702 | ExcessFromYear3Amt |
| Excess From Year2 | $355,328 | ExcessFromYear2Amt |
| Excess From Year1 | $700,927 | ExcessFromYear1Amt |
| Excess From Current Year | $206,974 | ExcessFromCurrentYearAmt |
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 (133 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 | |
| ACHARAI The Shoshana S Cardin Leade | ||||||||
| 5806 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $30,000 | |
| Ahavas Yisrael Charity Fund | ||||||||
| 6400 Cross Country Boulevard | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $5,000 | |
| American Friends of Meir Panim Inc | ||||||||
| 5316 New Utecht Avenue | Brooklyn | NY | 11219 | N/A | 501(c)(3) | general support | $15,000 | |
| American Friends of Shalva | ||||||||
| 315 Fifth Avenue 6th Floor | New York | NY | 10016 | N/A | 501(c)(3) | general support | $5,000 | |
| The American Jewish Committee | ||||||||
| 165 East 56 Street | New York | NY | 100222746 | N/A | 501(c)(3) | general support for Project Interchange | $60,000 | |
| The American Jewish Committee | ||||||||
| 165 East 56 Street | New York | NY | 100222746 | N/A | 501(c)(3) | support for the AJC Westchester/Fairfield 50th Anniversary Gala in honor of Bob Goodkind | $10,000 | |
| American Jewish World Service | ||||||||
| 45 West 36th Street 10th Floor | New York | NY | 100187904 | 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 | |
| Americans for Older Driver Safety | ||||||||
| 13009 Delmar Street | Leawood | KS | 66209 | N/A | 501(c)(3) | general support | $10,000 | |
| The Arc of Baltimore | ||||||||
| 7215 York Road | Baltimore | MD | 212124499 | N/A | 501(c)(3) | support for the Bay Buddies summer camp program | $5,000 | |
| Art with a Heart Inc | ||||||||
| 3355 Keswick Road | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $37,500 | |
| Associated Catholic Charities Inc | ||||||||
| 320 Cathedral Street | Baltimore | MD | 212014421 | N/A | 501(c)(3) | general support through sponsorship of the 2016 Leadership Breakfast | $2,500 | |
| The Associated Jewish Community Fed | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 212015781 | 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 | |
| Baltimore Child Abuse Center Inc | ||||||||
| 2300 North Charles Street | Baltimore | MD | 21218 | N/A | 501(c)(3) | support for the Family Advocacy Program | $15,000 | |
| Baltimore Community Foundation Inc | ||||||||
| 2 East Read Street 9th Floor | Baltimore | MD | 212022470 | N/A | 501(c)(3) | general support for the Sparks of Change program | $3,000 | |
| The Baltimore Museum of Art | ||||||||
| 10 Art Museum Drive | Baltimore | MD | 212183898 | N/A | 501(c)(3) | general support | $2,500 | |
| The BELL Foundation Inc | ||||||||
| 1500 Union Avenue Suite 117 | Baltimore | MD | 21211 | N/A | 501(c)(3) | support for the 2017 Summer Program | $15,000 | |
| Benefits Data Trust | ||||||||
| 1500 Market Street Suite 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) | general support through sponsorship of Spotlight 2017 | $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 | |
| Big Brothers Big Sisters of the Gre | ||||||||
| 3600 Clipper Mill Road Suite 250 | Baltimore | MD | 212119893 | N/A | 501(c)(3) | support for the community-based mentoring program in Baltimore City | $20,000 | |
| Blind Industries and Services of Ma | ||||||||
| 3345 Washington Boulevard | Baltimore | MD | 21227 | N/A | 501(c)(3) | support for the summer youth program | $5,000 | |
| Bowery Residents' Committee Inc | ||||||||
| 131 West 25th Street 12th Floor | New York | NY | 10001 | N/A | 501(c)(3) | general support | $12,500 | |
| CASA of Baltimore County Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 21204 | N/A | 501(c)(3) | general support | $5,000 | 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 | ||||||||
| 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 | |
| Chai Lifeline Inc | ||||||||
| 151 West 30th Street Floor 3 | New York | NY | 10001 | N/A | 501(c)(3) | general support and support for Chaiyanu | $15,000 | |
| 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 Ciesla Foundation Inc | ||||||||
| 5005 Linnean Avenue NW | Washington | DC | 20008 | N/A | 501(c)(3) | support for the production and distribution of "The Rosenwald Schools" DVD | $5,000 | |
| The Circus Barn Incorporated | ||||||||
| 1 Circus Road | Greensboro | VT | 05841 | N/A | 501(c)(3) | general support | $5,000 | |
| Citizenship Law Related Education P | ||||||||
| 520 West Fayette Street | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for Law Links 2016 High School Summer Internship program | $5,000 | |
| 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 Ea | ||||||||
| 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 | 212112601 | N/A | 501(c)(3) | general support | $7,500 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | N/A | 501(c)(3) | annual support | $2,500 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | N/A | 501(c)(3) | support for the 2016-2017 Annual Fund | $35,000 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 063204196 | N/A | 501(c)(3) | support to cover the costs of a Director for the new Hillel House | $70,000 | |
| 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 | Baltimore | MD | 212112109 | N/A | 501(c)(3) | support for the summer camp program | $15,000 | |
| EDGE Funders Alliance | ||||||||
| 116 East 16th Street 7th Floor | New York | NY | 10003 | N/A | 501(c)(3) | general support | $1,500 | |
| Elijah Cummings Youth Program in Is | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $25,000 | |
| EMpower-The Emerging Markets Founda | ||||||||
| 111 John Street Suite 2410 | New York | NY | 10038 | N/A | 501(c)(3) | general support | $10,000 | |
| Encounter Programs Inc | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 100041010 | N/A | 501(c)(3) | general support | $5,000 | |
| Enoch Pratt Free Library of Baltimo | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014484 | N/A | 501(c)(3) | support for child and teen literacy initiatives | $25,000 | |
| Etz Chaim Center for Jewish Studies | ||||||||
| 3702 Fords Lane | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for the Baltimore Shabbat Project | $20,000 | |
| Etz Chaim Center for Jewish Studies | ||||||||
| 3702 Fords Lane | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $2,500 | |
| Farm Wilderness Foundation Inc | ||||||||
| 263 Farm Wilderness Road | Plymouth | VT | 05056 | N/A | 501(c)(3) | support for the "Thrive for 75" Campaign | $34,000 | |
| Food Allergy Research Education | ||||||||
| 7925 Jones Branch Drive Suite 1100 | McLean | VA | 22102 | N/A | 501(c)(3) | general support | $2,500 | |
| Food Research and Action Center | ||||||||
| 1200 18th Street NW Suite 400 | Washington | DC | 20036 | N/A | 501(c)(3) | support for Maryland Hunger Solutions' efforts to expand access to federal nutrition programs in Maryland | $15,000 | |
| Foundation for Baltimore County Pub | ||||||||
| 320 York Road | Towson | MD | 212045179 | 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 Little Free Library project | $6,375 | |
| Fund for Global Human Rights | ||||||||
| 1301 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | 501(c)(3) | general support | $2,500 | 400 |
| Fusion Partnerships Inc | ||||||||
| 1601 Guilford Avenue 2 South | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support for Turning Pages | $5,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 212042794 | N/A | 501(c)(3) | support for the Goucher Prison Education Program | $5,000 | |
| Greater Baltimore Tennis Patrons As | ||||||||
| PO Box 190 | Owings Mills | MD | 21117 | N/A | 501(c)(3) | general support | $2,500 | |
| Greater Washington Community Founda | ||||||||
| 1325 G Street NW Ste 480 | Washington | DC | 20005 | N/A | 501(c)(3) | support for the 2017 Annual Campaign | $25,500 | |
| Halachic Organ Donor Society | ||||||||
| PO Box 693 | New York | NY | 101080693 | N/A | 501(c)(3) | general support | $5,000 | |
| The Hearing and Speech Agency of Me | ||||||||
| 5900 Metro Drive | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for audiology and related clinical services for low-income older adults with hearing difficulties in the Baltimore Metropolitan area | $17,500 | |
| 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 Pro | ||||||||
| 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 65th Street 2nd Floor | New York | NY | 100222709 | N/A | 501(c)(3) | general support | $3,000 | |
| HopeWell Cancer Support | ||||||||
| PO Box 755 | Brooklandville | MD | 21022 | N/A | 501(c)(3) | general support | $15,000 | |
| House of Ruth Baltimore Inc | ||||||||
| 2201 Argonne Drive | Baltimore | MD | 212181627 | N/A | 501(c)(3) | general support | $10,000 | |
| The Inner Harbor Project | ||||||||
| 616 Water Street Suite318 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $10,000 | |
| Institute for Islamic Christian and | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | N/A | 501(c)(3) | support for the Expanding Our Legacy campaign | $80,000 | |
| Institute for Islamic Christian and | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | 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 Bli | ||||||||
| 968 Easton Road Suite H | Warrington | PA | 18976 | N/A | 501(c)(3) | general support | $5,000 | |
| 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 | 200267375 | N/A | 501(c)(3) | general support | $2,500 | |
| Jewish Community Center of Baltimor | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | general support | $20,000 | |
| Jewish Community Center of Baltimor | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | support for HaZamir Baltimore for the 2017 season | $4,500 | |
| Jewish Community Center of Baltimor | ||||||||
| 3506 Gwynnbrook Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | support for JCamps 2020 | $25,000 | |
| Jewish Community Foundation of Metr | ||||||||
| 901 Route 10 | Whippany | NJ | 079811156 | N/A | 501(c)(3) | support for the Amelia and Ephraim Hirschhorn Senior Adult Jewish Education Program | $5,000 | |
| Jewish Learning Experience | ||||||||
| 4011 Fallstaff Road | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $2,500 | |
| The Jewish Multiracial Network | ||||||||
| 6711 Lincoln Drive | Philadelphia | PA | 19119 | N/A | 501(c)(3) | general support | $2,500 | |
| 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 Maryl | ||||||||
| 10711 Red Run Boulevard Suite 110 | Owings Mills | MD | 21117 | N/A | 501(c)(3) | support for the JA Summer Camp program for Baltimore City students | $4,000 | |
| The League for People With Disabili | ||||||||
| 1111 East Cold Spring Lane | Baltimore | MD | 212393998 | 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) | renewed 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 | 212155271 | 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 | |
| Living Beyond Breast Cancer | ||||||||
| 40 Monument Road Suite 104 | Bala Cynwyd | PA | 19004 | N/A | 501(c)(3) | general support through sponsorship of the 25th Anniversary Butterfly Ball | $2,500 | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 21227 | N/A | 501(c)(3) | general support | $20,000 | |
| The Maryland School for the Blind | ||||||||
| 3501 Taylor Avenue | Baltimore | MD | 212364499 | N/A | 501(c)(3) | support for the Jana Goshen McGeachy Fund | $2,500 | |
| Meals on Wheels of Central Maryland | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | N/A | 501(c)(3) | general support | $17,500 | |
| Morningside Center for Teaching Soc | ||||||||
| 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 | |
| National Aquarium Inc | ||||||||
| 501 East Pratt Street | Baltimore | MD | 212023194 | N/A | 501(c)(3) | support for the Henry Hall Program, a summer travel program for Baltimore City youth | $10,000 | |
| New Israel Fund | ||||||||
| 6 East 39th Street Suite 301 | New York | NY | 10016 | N/A | 501(c)(3) | general support | $40,000 | |
| Ohr Torah Stone Institutions of Isr | ||||||||
| 49 West 45th Street Suite 701 | New York | NY | 10036 | N/A | 501(c)(3) | support for Midreshet Lindenbaum | $5,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | general support | $25,000 | |
| The Park School | ||||||||
| 2425 Old Court Road | Baltimore | MD | 21208 | N/A | 501(c)(3) | support for a 1:2 challenge grant to encourage new and increased gifts to the 2016-2017 Annual Fund through the Trustees' Matching Fund | $30,000 | |
| Parks People Foundation for Baltimo | ||||||||
| 2100 Liberty Heights Avenue | Baltimore | MD | 21217 | N/A | 501(c)(3) | support for Super Kids Camp 2016 and 2017 | $25,000 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 211223940 | N/A | 501(c)(3) | support for the Ride Partners program | $12,500 | |
| The PENFaulkner Foundation | ||||||||
| 201 East Capitol Street SE | Washington | DC | 20003 | N/A | 501(c)(3) | support for the "Writers in School" program in Baltimore | $10,000 | |
| Planned Parenthood Federation of Am | ||||||||
| 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 | |
| Pumpkin Theatre of Baltimore Inc | ||||||||
| 2905 Walnut Avenue | Owings Mills | MD | 21117 | N/A | 501(c)(3) | support to subsidize tickets for disadvantaged public school students to attend the theater | $2,500 | |
| Reading Partners | ||||||||
| 106 Linden Street Suite 202 | Oakland | CA | 94607 | 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 | $3,000 | |
| Share Our Strength | ||||||||
| 1030 15th Street NW Suite 1100W | Washington | DC | 20005 | N/A | 501(c)(3) | support for the Maryland No Kid Hungry Campaign | $10,000 | |
| 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 | $22,500 | |
| Soaringwords Inc | ||||||||
| 1 Penn Plaza 9th Floor | New York | NY | 10119 | N/A | 501(c)(3) | general support | $7,500 | |
| South Baltimore Learning Center | ||||||||
| 28 East Ostend Street | Baltimore | MD | 212304209 | N/A | 501(c)(3) | general support | $25,000 | |
| 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 Paul's School | ||||||||
| 11152 Falls Road PO Box 8100 | Brooklandville | MD | 210228100 | N/A | 501(c)(3) | support for the Bridges program | $20,000 | |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 212182405 | N/A | 501(c)(3) | support for the Adult Learning Center | $20,000 | |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 212182405 | N/A | 501(c)(3) | support for the Youth Empowered Society | $15,000 | |
| Sunrise Day Camps Association Inc | ||||||||
| 15 Neil Court | Oceanside | NY | 11572 | N/A | 501(c)(3) | general support | $7,500 | |
| Temple Beth-El | ||||||||
| 67 Route 206 | Hillsborough | NJ | 08844 | N/A | 501(c)(3) | general support | $5,000 | |
| 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 | ||||||||
| 100 S Charles St 5th Floor PO Box | Baltimore | MD | 212031576 | N/A | 501(c)(3) | capital support for the United for Change Campaign and support for the 2016 Campaign | $61,000 | 1576 |
| Usher 1F Collaborative Inc | ||||||||
| 321 Walnut Street 228 | Newtonville | MA | 024601927 | N/A | 501(c)(3) | support to fund research for a cure for Usher Syndrome Type 1F | $7,500 | |
| The Walters Art Museum | ||||||||
| 600 North Charles Street | Baltimore | MD | 212015185 | N/A | 501(c)(3) | support through the annual giving campaign | $2,500 | |
| Winnebago Alumni Association | ||||||||
| 401 Saint Christopher Rd | Richmond | VA | 232262723 | 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 | 212185232 | N/A | 501(c)(3) | general support | $10,000 | |
| Women's Law Center Inc | ||||||||
| 305 West Chesapeake Avenue Suite | Towson | MD | 212045362 | N/A | 501(c)(3) | general support | $10,000 | 201 |
| Yeshivat Maale Gilboa USA | ||||||||
| 27 West 86th Street 11th Floor | New York | NY | 10024 | N/A | 501(c)(3) | support for Yeshivat Maale Gilboa in Israel | $5,000 | |
| Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 010023375 | N/A | 501(c)(3) | support to create the Universal Yiddish Library | $25,000 | |
| Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 010023375 | N/A | 501(c)(3) | general support | $25,000 | |
| Your Public Radio Corporation | ||||||||
| 2216 North Charles Street | Baltimore | MD | 212185715 | N/A | 501(c)(3) | general support | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,912,625 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 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 | |
| The American Jewish Committee | ||||||||
| 165 East 56 Street | New York | NY | 100222746 | N/A | 501(c)(3) | general support for Project Interchange | $60,000 | |
| Americans for Older Driver Safety | ||||||||
| 13009 Delmar Street | Leawood | KS | 66209 | N/A | 501(c)(3) | general support | $10,000 | |
| The Arc of Baltimore | ||||||||
| 7215 York Road | Baltimore | MD | 212124499 | N/A | 501(c)(3) | support for the Bay Buddies summer camp program | $5,000 | |
| Art with a Heart Inc | ||||||||
| 3355 Keswick Road | Baltimore | MD | 21211 | N/A | 501(c)(3) | general support | $37,500 | |
| Benefits Data Trust | ||||||||
| 1500 Market Street Suite 2800 | Philadelphia | PA | 19102 | N/A | 501(c)(3) | support for the "MD Benefits Center - Comprehensive Senior Benefits" project | $15,000 | |
| Bowery Residents' Committee Inc | ||||||||
| 131 West 25th Street 12th Floor | New York | NY | 10001 | N/A | 501(c)(3) | general support | $12,500 | |
| Center for Urban Families Inc | ||||||||
| 2201 North Monroe Street | Baltimore | MD | 21217 | N/A | 501(c)(3) | general support | $15,000 | |
| Comprehensive Housing Assistance In | ||||||||
| 5809 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | support for TECH - Knowledge, the technology hub at the Myerberg Senior Center | $60,000 | |
| Congregation Ahavas Sholom | ||||||||
| 145 Broadway | Newark | NJ | 071043840 | N/A | 501(c)(3) | annual support | $5,000 | |
| 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 | Baltimore | MD | 212112109 | N/A | 501(c)(3) | support for the summer camp program | $15,000 | |
| Elijah Cummings Youth Program in Is | ||||||||
| 5750 Park Heights Avenue | Baltimore | MD | 21215 | N/A | 501(c)(3) | general support | $25,000 | |
| Enoch Pratt Free Library of Baltimo | ||||||||
| 400 Cathedral Street | Baltimore | MD | 212014484 | N/A | 501(c)(3) | support for child and teen literacy initiatives | $25,000 | |
| Helping Up Mission | ||||||||
| 1029 East Baltimore Street | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $15,000 | |
| Homeless Persons Representation Pro | ||||||||
| 201 North Charles Street Suite 1104 | Baltimore | MD | 21201 | N/A | 501(c)(3) | support for the Homeless Youth Initiative | $10,000 | |
| Institute for Islamic Christian and | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | N/A | 501(c)(3) | support for the Expanding Our Legacy campaign | $320,000 | |
| Institute for Islamic Christian and | ||||||||
| 956 Dulaney Valley Road | Baltimore | MD | 212042633 | 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 |
| Job Opportunities Task Force Inc | ||||||||
| 217 East Redwood Street Suite 1500 | Baltimore | MD | 21202 | N/A | 501(c)(3) | general support | $10,000 | |
| The League for People With Disabili | ||||||||
| 1111 East Cold Spring Lane | Baltimore | MD | 212393998 | 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) | renewed support for the Long Term Care Assistance Project | $25,000 | |
| Meals on Wheels of Central Maryland | ||||||||
| 515 South Haven Street | Baltimore | MD | 212244239 | N/A | 501(c)(3) | general support | $12,500 | |
| Partners in Care | ||||||||
| 8151-C Ritchie Highway | Pasadena | MD | 211223940 | N/A | 501(c)(3) | support for the Ride Partners program | $12,500 | |
| 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 | |
| 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 | $15,000 | |
| Strong City Baltimore Inc | ||||||||
| 3503 North Charles Street | Baltimore | MD | 212182405 | N/A | 501(c)(3) | support for the Youth Empowered Society | $15,000 | |
| Sunrise Day Camps Association Inc | ||||||||
| 15 Neil Court | Oceanside | NY | 11572 | N/A | 501(c)(3) | general support | $7,500 | |
| Thread Inc | ||||||||
| PO Box 1584 | Baltimore | MD | 21203 | N/A | 501(c)(3) | general support | $7,500 | |
| Yiddish Book Center | ||||||||
| 1021 West Street | Amherst | MA | 010023375 | N/A | 501(c)(3) | support to create the Universal Yiddish Library | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $845,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $470 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $590,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $432,298 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (15 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Mesirow Financial Private | 900000 | $10,531 | 18 | -$33,361 |
| Perennial Real Estate Fd | 900000 | -$2,247 | 18 | $181 |
| Madison Int'l RE Fd III | 900000 | 18 | -$1,034 | |
| Axiom Asia | 900000 | 18 | -$19,520 | |
| PEP V | 900000 | 18 | -$7,533 | |
| Prime Finance II | 900000 | 18 | ||
| W Capital Partners | 900000 | -$66 | 18 | -$12,006 |
| VIA VII-VA, LP | 900000 | $1,704 | 18 | -$17,344 |
| FCPM EMERGING MARKETS | 900000 | 18 | -$273,682 | |
| Prime Finance IV | 900000 | 18 | -$1,453 | |
| Harrison Street V | 900000 | 18 | -$10,662 | |
| Axiom Asia IV | 900000 | 18 | -$5,924 | |
| Madison Int'l RE Fd VI | 900000 | 18 | -$15,638 | |
| Taconic CRE Dislocation | 900000 | 18 | $4,141 | |
| Book to Tax Adjustment | 18 | $92,662 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,922 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $721,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $731,751 | 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 | $76,200 | Amt |
| Net Investment Income | $30,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,720 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Index | AT COST | $3,731,889 | $5,841,070 |
| Vanguard Specialized | AT COST | $1,496,936 | $2,324,988 |
| DFA Emerging Markets Value | AT COST | $736,604 | $475,880 |
| Pimco All Assets | AT COST | $853,151 | $748,779 |
| Pimco Total | AT COST | $1,169,875 | $1,272,205 |
| State of Israel Bonds | AT COST | $25,000 | $24,926 |
| RCP Fund V | AT COST | $34,665 | $315,939 |
| Perennial Real Estate Fund | AT COST | $240,391 | $239,293 |
| Madison Int'l Fund III | AT COST | $0 | $0 |
| Mesirow IV Private Equity IV | AT COST | $1,024,433 | $975,290 |
| RCP fund VI | AT COST | $156,027 | $373,419 |
| PEP V LP | AT COST | $222,319 | $217,385 |
| Prime Finance Partners | AT COST | $477 | $530 |
| Axiom Asia Private Capital | AT COST | $914,825 | $886,844 |
| CRTI Exempt | AT COST | $0 | $0 |
| LCP VII LP | AT COST | $29,202 | $438,211 |
| Discovery Equity Partners | AT COST | $500,000 | $893,655 |
| Dodge & Cox | AT COST | $2,259,244 | $2,407,953 |
| Harbor Dd Real Return Inst | AT COST | $1,227,150 | $1,083,236 |
| Capital Private Client | AT COST | $1,996,602 | $2,168,095 |
| Golub Capital Partners | AT COST | $573,739 | $1,062,500 |
| W Capital Partners III | AT COST | $285,711 | $261,615 |
| Pinehurst Institutional Ltd | AT COST | $2,000,000 | $2,609,777 |
| Magnitude International | AT COST | $2,000,000 | $2,492,385 |
| Fir Tree Real Estate | AT COST | $473,056 | $545,580 |
| FPCM Emerging Markets | AT COST | $789,028 | $772,029 |
| 57 Stars Global Opportunity | AT COST | $343,303 | $316,808 |
| VIA VII-VC | AT COST | $528,101 | $524,260 |
| Pimco Unconstrained Bond Fund | AT COST | $0 | $0 |
| Tweedy Brown Global | AT COST | $1,579,342 | $1,472,823 |
| Vulcan Value Small Cap | AT COST | $1,129,797 | $1,181,524 |
| Prime Finance IV | AT COST | $337,068 | $326,513 |
| IShares MSCI EAFE Index | AT COST | $2,295,711 | $1,993,417 |
| Davidson Kempner Int'l | AT COST | $1,500,000 | $1,621,104 |
| Harrison Street V | AT COST | $401,633 | $392,416 |
| Oaktree Emerging Markets Absolute | AT COST | $1,000,000 | $980,997 |
| W Capital Partners II | AT COST | $0 | $165,070 |
| Axiom Asia IV | AT COST | $47,427 | $53,803 |
| Taconic CRE Dislocation Fund | AT COST | $261,589 | $259,935 |
| RCP Fund XI | AT COST | $10,000 | $10,000 |
| Madison Fund VI | AT COST | $307,593 | $343,564 |
| 57 Stars Global Fund IV | AT COST | $130,832 | $92,836 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Equipment Maintenance | $132 | $0 | $132 |
| Supplies | $210 | $0 | $210 |
| Miscellaneous | $39 | $0 | $39 |
| Telephone | $176 | $0 | $176 |
| Equipment Expense | $1,119 | $0 | $1,119 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Mesirow Financial Private | -$22,830 | -$33,361 | -$22,830 |
| Perennial Real Estate Fd | -$2,066 | $181 | -$2,066 |
| Madison Int'l RE Fd III | -$1,034 | -$1,034 | -$1,034 |
| Axiom Asia | -$19,520 | -$19,520 | -$19,520 |
| PEP V | -$7,533 | -$7,533 | -$7,533 |
| W Capital Partners | -$12,072 | -$12,006 | -$12,072 |
| VIA VII-VA, LP | -$15,640 | -$17,344 | -$15,640 |
| FCPM EMERGING MARKETS | -$273,682 | -$273,682 | -$273,682 |
| Prime Finance IV | -$1,453 | -$1,453 | -$1,453 |
| Harrison Street V | -$10,662 | -$10,662 | -$10,662 |
| Axiom Asia IV | -$5,924 | -$5,924 | -$5,924 |
| Madison Int'l RE Fd VI | -$15,638 | -$15,638 | -$15,638 |
| Taconic CRE Dislocation | $4,141 | $4,141 | $4,141 |
| Book to Tax Adjustment | $92,662 | $92,662 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Greycourt/Other Inv Fees | CategoryTxt |
| Amt | $39,302 | Amt |
| Net Investment Income | $39,302 | 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 | $23,295 | $23,295 | $0 |
| Excise Taxes | $0 | $0 | $0 |
| State Tax W/h | $340 | $340 | $0 |
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