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J S PLANK AND D M DICARLO FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
J S PLANK AND D M DICARLO FAMILY FOUNDATION INC (EIN 71-1040599)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-06
IRS object ID
202543109349100139
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-06T10:09:16-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520982413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSS MENDELSOHN & ASSOCIATES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PORTER STREET SUITE 500AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711040599EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DICARLO PLANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJSPLBusinessNameControlTxt
Phone4104546441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 EAST FORT AVENUE 900AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT PLANKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4104546441PhoneNum
Signature2025-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAIM FINEPreparerPersonNm
PTINP01081380PTIN
Phone4106855512PhoneNum
Preparation2025-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,878,028FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,034,732ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$46,431DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,431DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$8,967OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$8,967OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,072,196TotalRevAndExpnssAmt
Total Net Invst Incm$37,464TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,092AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,092AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$464TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$863OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,092TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$290,048ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$290,048ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$295,467TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,092TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$290,048TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$776,729ExcessRevenueOverExpensesAmt
Net Investment Income$33,372NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$588,102CashBOYAmt
Cash EOY$417,497CashEOYAmt
Cash EOYFMV$417,497CashEOYFMVAmt
Other Investments BOY$1,616,757OtherInvestmentsBOYAmt
Other Investments EOY$1,227,511OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,448,415OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,268OtherAssetsBOYAmt
Other Assets EOY$12,116OtherAssetsEOYAmt
Other Assets EOYFMV$12,116OtherAssetsEOYFMVAmt
Total Assets BOY$2,215,127TotalAssetsBOYAmt
Total Assets EOY$1,657,124TotalAssetsEOYAmt
Total Assets EOYFMV$1,878,028TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,334,732OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,334,732TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$880,395RetainedEarningBOYAmt
Retained Earning EOY$1,657,124RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$880,395TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,657,124TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,215,127TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,657,124TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$880,395TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$776,729ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,657,124SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,657,124TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$464InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$464SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$464TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,032EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,032TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,568OverpaymentAmt
Applied To ES Tax$9,568AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVICKIE L HILDITCHIndividualWithBooksNm
Phone4434781200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 EAST FORT AVENUE NO 900AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J SCOTT PLANK
900 EAST FORT AVENUE STE 900BALTIMOREMD21230PRESIDENT/TREAS0.00$0$0$0
DANA M DICARLO
900 EAST FORT AVENUE STE 900BALTIMOREMD21230VICE PRESIDENT0.00$0$0$0
MORRIS L GARTEN
10096 RED RUN BOULEVARD SUITE 200OWINGS MILLSMD21117SECRETARY0.00$0$0$0
DAVID A GOLDNER
1801 PORTER STREET SUITE 500BALTIMOREMD21230TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,798,281AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$335,306AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,133,587TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,133,587AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,004CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,101,583NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$464TaxBasedOnInvestmentIncomeAmt
Total Tax$464TotalTaxAmt
Distributable Before Adj$104,615DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$104,615DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$104,615DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$290,048ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$290,048QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,615DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,815,293ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$659,381ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$814,854ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$678,778ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$529,247ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,497,553TotalExcessDistributionCyovAmt
Qualifying Distributions$290,048QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$104,615AppliedToCurrentYearAmt
Remaining Distri From Corpus$185,433RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,682,986TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,815,293ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,867,693ExcessDistriCyovToNextYrAmt
Excess From Year4$659,381ExcessFromYear4Amt
Excess From Year3$814,854ExcessFromYear3Amt
Excess From Year2$678,778ExcessFromYear2Amt
Excess From Year1$529,247ExcessFromYear1Amt
Excess From Current Year$185,433ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ SCOTT PLANKContributingManagerNm
Contributing ManagerDANA M DICARLOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016NONEPRIVATEUNRESTRICTED$1,000
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$50,000
CHAPEL & YORK US FOUNDATION INC
1350 AVENUE OF THE AMERICAS FLOOR 2NEW YORKNY10019NONEPUBLICUNRESTRICTED$15,473SUITE 266
CHILDREN'S CHORUS OF MARYLAND
100 E PENNSYLVANIA AVETOWSONMD21286NONEPUBLICUNRESTRICTED$15,000
EAGLES MERE ATHLETIC ASSOCIATION
PO BOX 308EAGLES MEREPA17731NONEPUBLICUNRESTRICTED$11,500
EAGLES MERE CONSERVANCY
PO BOX 64EAGLES MEREPA17731NONEPUBLICUNRESTRICTED$1,000
EAGLES MERE FOUNDATION
487 LAKEWOOD AVENUEEAGLES MEREPA17731NONEPUBLICUNRESTRICTED$500
EAGLES MERE FRIENDS OF THE ARTS
891 LA PORT AVEEAGLES MEREPA17731NONEPUBLICUNRESTRICTED$500
FOUNDATION 4 HEROES
23415 THREE NOTCH ROAD SUTE 2045CALIFORNIAMD20619NONEPUBLICUNRESTRICTED$5,000
FUSION PARTNERSHIP
1601 GUILFORD AVENUE 2 SOUTHBALTIMOREMD21202NONEPUBLICUNRESTRICTED$2,700
HRMC FOUNDATION
110 4TH STREET SE 1ST FLOOR STE B-8HURONSD57350NONEPUBLICUNRESTRICTED$1,000
MARIPOSA
1500 UNION AVENUE STE 1310BALTIMOREMD21211NONEPUBLICUNRESTRICTED$3,699
MOVEABLE FEAST
901 N MILTON AVEBALTIMOREMD21205NONEPUBLICUNRESTRICTED$1,000
PARENT ENCOURAGEMENT PROGRAM
10100 CONNECTICUT AVENUEKENSINGTONMD20895NONEPUBLICUNRESTRICTED$10,000
PORT DISCOVERY
35 MARKET PLACEBALTIMOREMD21202NONEPUBLICUNRESTRICTED$40,000
ROLAND PARK COMMUNITY FOUNDATION
PO BOX 16214BALTIMOREMD21210NONEPUBLICUNRESTRICTED$40,000
RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE
635 W LEXINGTON STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$1,000
SMITH COLLEGE
7 COLLEG LNNORTHAMPTONMA01063NONEPUBLICUNRESTRICTED$10,000
SUNDANCE INSTITUTE
5900 WILSHIRE BLVD STE 800LOS ANGELESCA90036NONEPUBLICUNRESTRICTED$1,500
WALDORF SCHOOL OF BALTIMORE
4801 TAMARIND ROADBALTIMOREMD21209NONEPUBLICUNRESTRICTED$13,793
WASHINGTON UNIVERSITY
1 BROOKINGS DRIVEST LOUISMO63130NONEPUBLICUNRESTRICTED$10,000
WISHBONE
41 GRANT AVENUE SUITE 200SAN FRANCISCOCA94108NONEPUBLICUNRESTRICTED$2,500
WYPR
2216 N CHARLES STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$5,000
IFP FISCAL SPONSORSHIP
55 WASHINTON STREET SUITE 324BROOKLYNNY11201NONEPUBLICUNRESTRICTED$10,000
SANIBEL-CAPTIVA CONSERVATION FOUNDATION
PO BOX 839SANIBELFL33957NONEPUBLICUNRESTRICTED$5,000
SAUGATUCK CENTER FOR THE ARTS
PO BOX 940 400 CULVER STREETSAUGATUCKMI49453NONEPUBLICUNRESTRICTED$3,000
PIEDMONT LEARNING CENTER
5517 PIEDMONT AVEBALTIMOREMD21207NONEPUBLICUNRESTRICTED$3,515
MERCY HEALTH FOUNDATION
301 ST PAUL PLACEBALTIMOREMD21202NONEPUBLICUNRESTRICTED$1,000
SUNRISE ASSOCIATION
11 NEILD CTOCEANSIDENY11572NONEPUBLICUNRESTRICTED$1,030
THE BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218NONEPUBLICUNRESTRICTED$3,109
LIVING CLASSROOM FOUNDATION
802 S CAROLINE STBALTIMOREMD21231NONEPUBLICUNRESTRICTED$824
DOWNTOWN SAILING CENTER
1425 KEY HIGHWAY SUITE 110BALTIMOREMD21230NONEPUBLICUNRESTRICTED$2,000
COMMUNITY FOUNDATION OF CARROLL COUNTY
255 CLIFTON BLVD STE 313WESTMINSTERMD21157NONEPUBLICUNRESTRICTED$5,155
JOHNS HOPKINS HOSPITAL
733 N BROADWAY STE G45BALTIMOREMD21205NONEPUBLICUNRESTRICTED$10,000
SHERWOOD GARDENS
4310 UNDERWOOD ROADBALTIMOREMD21218NONEPUBLICUNRESTRICTED$3,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$290,048TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,431ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmt
BREATHE BOOKS K-152300014$2,603
AQUA SPARK K-152300014-$11,570

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,464ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,464TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WAR HORSE CITIES COMMUNITY DEVELOPMENT CORPORATION INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1900 EAST FORT AVENUE 900AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21230ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,034,732TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,092Amt
Net Investment Income$4,092NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHSAT COST$622,161$843,065
BREATHE BOOKS, LLCAT COST$53,305$53,305
AQUA SPARKAT COST$552,045$552,045

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST AND DIVIDENDS RECEIVABLE$236$2,548$2,548
FEDERAL INCOME TAXES RECEIVABLE$10,032$9,568$9,568

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$784$0$0
NONDEDUCTIBLE EXPENSE FROM PASSTHROUGH$79$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BREATHE BOOKS K-1$2,603$2,603$2,603
AQUA SPARK K-1-$11,570-$11,570-$11,570

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO WAR HORSEDesc
BOY Book Value$1,334,732BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$464Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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