JOSEPH MEYERHOFF FUND INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH MEYERHOFF FUND INC (EIN 52-6035997)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349100014
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T07:54:32-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 526035997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH MEYERHOFF FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 4107273200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH STREET NO 1000 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MINKIN | PersonNm |
| Person Title | ASST. VICE PRESIDENT | PersonTitleTxt |
| Phone | 4107273200 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.246.120.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 18:00:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B8476CFE9D5BAD60027077F141395D1B79E4EBED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1606324B6494D2AE9B3885D25354DD8DF7198ECA | 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 | $62,504,583 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $637,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,359,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,166,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,359,132 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $192,662 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $191,985 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,189,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,188,431 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,413 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,603 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,810 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,918 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,729 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,189 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,524 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,131 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,793 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,198 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $251,622 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $251,622 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,205 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,205 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,447 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $361,803 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $298,888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,915 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,010,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $703,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $231,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,304,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,304,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,314,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $703,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,535,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,874,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,484,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,856 | CashBOYAmt |
| Cash EOY | $100,632 | CashEOYAmt |
| Cash EOYFMV | $100,632 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,079,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,209,712 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,209,712 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,069 | AcctRcvblAmt |
| Acct Rcvbl BOY | $24,861 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,069 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,069 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,323,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,637,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,598,674 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $125,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $125,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $125,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,828,816 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,765,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,453,496 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,387,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,856,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,504,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $53,387,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,856,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,387,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,856,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,387,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,856,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,387,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,874,699 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,000 | OtherIncreasesAmt |
| Subtotal | $58,287,457 | SubtotalAmt |
| Other Decreases | $11,431,107 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,856,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9640 SHRS ISHARES RUSSELL 2000 VALUE ETF | P | 2015-03-02 | 2016-01-04 | $865,927 | $998,027 | -$132,100 | -$132,100 |
| 1087 SHRS ISHARES RUSSELL 2000 VALUE ETF | P | 2015-03-02 | 2016-08-31 | $113,304 | $112,537 | $767 | $767 |
| 7141 SHRS ISHARES RUSSELL 2000 VALUE ETF | P | 2016-01-04 | $411,332 | $575,182 | -$163,850 | -$163,850 | |
| THRU 25307 PARTNERSHIP | P | 2016-12-31 | $121,591 | -$121,591 | -$121,591 | ||
| THRU 25307 PARTNERSHIP | P | 2016-12-31 | $6,339,106 | $6,339,106 | $6,339,106 | ||
| THRU 27001 PARTNERSHIP | P | 2016-12-31 | $2,162,122 | $2,162,122 | $2,162,122 | ||
| THRU 27004 PARTNERSHIP | P | 2016-12-31 | $83 | $83 | $83 | ||
| THRU 27004 PARTNERSHIP | P | 2016-12-31 | $273,749 | $273,749 | $273,749 | ||
| THRU 40153 PARTNERSHIP | P | 2016-12-31 | $842 | $842 | $842 | ||
| CAPITAL GAINS DIVIDENDS | P | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,359,132 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,352,402 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,782,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,179,776 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $77,918,683 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,783,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $73,548,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,016,395 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $66,893,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045093 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,987,732 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,158,151 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045160 | DistributionYr5Rt |
| Total Distribution | 0.239947 | TotalDistributionRt |
| Average Distribution | 0.047989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,841,805 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,111,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84,846 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,196,539 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,535,598 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $84,846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,549 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $75,549 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $9,297 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA FINDLAY | IndividualWithBooksNm |
| Phone | 4107273200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH STREET SUITE 1000 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JILL M HIERONIMUS | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ELIZABETH MINKIN | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | ASST. VICE PRESIDENT | 25.00 | $109,687 | $1,300 | $6,853 |
| TERRY M RUBENSTEIN | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | V.P. & SECRETARY | 2.00 | $6,486 | $47 | $21 |
| JOSEPH MEYERHOFF II | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | V.P. & TREASURER | 3.00 | $24,000 | $0 | $26 |
| MISTY GIBSON | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | ASST. SECRETARY | 20.00 | $54,000 | $1,898 | $4,393 |
| PHIL HUBER | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | ASST. TREASURER | 2.00 | $12,240 | $0 | $118 |
| 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 |
| 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 | $57,264,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,564,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,829,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,829,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $987,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,841,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,242,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,242,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,846 | TotalTaxAmt |
| Distributable Before Adj | $3,157,244 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,182,244 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,182,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,535,598 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,535,598 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $84,846 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,450,752 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,182,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $339,327 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,535,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $339,327 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,182,244 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,027 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,027 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $14,027 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| MISTY GIBSON | |||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | 4107273200 | LETTER OF INQUIRY/ GRANT APPLICATION/ GRANT REQUEST SUMMARY TO INCLUDE: DESCRIPTION OF INSTITUTION (OVERVIEW, MISSION STATEMENT, POPULATION SERVED), DESCRIPTION OF PROGRAM, FINANCIAL INFORMATION (BUDGET, SOURCES OF FUNDS, MAJOR CONTRIBUTIONS AND AMOUNTS, FINANCIAL STATEMENTS, ETC.). EVIDENCE OF 501C(3) STATUS AND LIST OF TRUSTEES/BOARD MEMBERS AND OCCUPATIONS. | NONE | NONE |
| TERRY RUBENSTEIN | |||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | 4107273200 | LETTER OF INQUIRY/ GRANT APPLICATION/ GRANT REQUEST SUMMARY TO INCLUDE: DESCRIPTION OF INSTITUTION (OVERVIEW, MISSION STATEMENT, POPULATION SERVED), DESCRIPTION OF PROGRAM, FINANCIAL INFORMATION (BUDGET, SOURCES OF FUNDS, MAJOR CONTRIBUTIONS AND AMOUNTS, FINANCIAL STATEMENTS, ETC.). EVIDENCE OF 501C(3) STATUS AND LIST OF TRUSTEES/BOARD MEMBERS AND OCCUPATIONS. | NONE | NONE |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFYA BALTIMORE | ||||||||||||
| 2800 BRENDAN AVE | BALTIMORE | MD | 21213 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| ALLIANCE FOR MIDDLE EAST PEACE (ALLMEP) | ||||||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| AMERICA ISRAEL CULTURAL FOUNDATION INC | ||||||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY OF THE NEGEV | ||||||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $25,000 | FLOOR | ||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | ||||||||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| AMERICAN FRIENDS OF RUACH TOVA | ||||||||||||
| 215 COUDERT PL | SOUTH ORANGE | NJ | 07079 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||||||
| 1 BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $70,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 711 THIRD AVENUE - 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $55,000 | |||||
| AMERICAN TECHNION SOCIETY | ||||||||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| ART WITH A HEART | ||||||||||||
| 3355 KESWICK RD STE 104 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| ARTS EDUCATION IN MARYLAND SCHOOLS | ||||||||||||
| 175 W OSTEND STREET | BALTIMORE | MD | 21230 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | ||||||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| ASSOCIATION OF JEWISH FAMILY AND CHILDREN'S AGENCIES | ||||||||||||
| 5750 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| B'NAI B'RITH YOUTH ORGANIZATION | ||||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| BALTIMORE COMMUNITY FOUNDATION | ||||||||||||
| 2 EAST READ STREET 9 | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $40,000 | |||||
| BALTIMORE COUNCIL ON FOREIGN AFFAIRS WORLD TRADE CENTER | ||||||||||||
| 401 EAST PRATT STREET SUITE 1611 | BALTIMORE | MD | 212023006 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| BALTIMORE MUSEUM OF ART | ||||||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 212183898 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| BALTIMORE OFFICE OF PROMOTION AND THE ARTS | ||||||||||||
| 10 E BALTIMORE STREET 10TH FLOOR | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $75,000 | |||||
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $200,000 | |||||
| BANNER NEIGHBORHOODS COMMUNITY CORPORATION | ||||||||||||
| 2900 E FAYETTE ST | BALTIMORE | MD | 21224 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| BELAIR-EDISON NEIGHBORHOODS INC | ||||||||||||
| 3412 BELAIR ROAD | BALTIMORE | MD | 21213 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| CAPE COD CHILD DEVELOPMENT PROGRAM | ||||||||||||
| 83 PEARL STREET | HYANNIS | MA | 02601 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| CENTER STAGE | ||||||||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 212023686 | NONE | PC | UNRESTRICTED | $30,000 | |||||
| CITIZEN SCHOOLS | ||||||||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| CITY NEIGHBORS FOUNDATION | ||||||||||||
| 4301 RASPE AVE | BALTIMORE | MD | 21206 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| CIVIC WORKS | ||||||||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| CLAL - THE NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP | ||||||||||||
| 440 PARK AVENUE SOUTH 4TH FLOOR | NEW YORK | NY | 100168012 | NONE | PC | UNRESTRICTED | $30,500 | |||||
| CROHN'S & COLITIS FOUNDATION OF AMERICA INC MD CHAPTER | ||||||||||||
| 1201 SOUTH SHARP STREET | BALTIMORE | MD | 21230 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| ENOCH PRATT FREE LIBRARY INC | ||||||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $85,000 | |||||
| EVERYMAN THEATRE | ||||||||||||
| 315 W FAYETTE STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| FEDERATION OF JEWISH MEN'S CLUBS INC | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 832 | NEW YORK | NY | 101150022 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| FELLS POINT CREATIVE ALLIANCE INC | ||||||||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| FOUNDATION FOR JEWISH CAMPUS LIFE (HILLEL) | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 200013724 | NONE | PC | UNRESTRICTED | $65,000 | |||||
| FOUNDATION FOR JEWISH CAMPUS LIFE (HILLEL) | ||||||||||||
| 800 EIGHT STREET NW | WASHINGTON | DC | 200013724 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| FOUNDATION FOR MORRISTOWN MEMORIAL HEALTH | ||||||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | UNRESTRICTED | $43,952 | |||||
| FRIENDS OF INTERFAITH ENCOUNTER ASSOCIATION INC | ||||||||||||
| 832 LATHROP AVE | FOREST PARK | IL | 601302039 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| FRIENDS OF PATTERSON PARK | ||||||||||||
| 27 SOUTH PATTERSON PARK AVENUE | BALTIMORE | MD | 21231 | NONE | PC | UNRESTRICTED | $40,000 | |||||
| FUENTE LATINA INTERNATIONAL ISRAEL ALLIES CAUCUS | ||||||||||||
| 395 BRICKELL AVE SUITE 800 | MIAMI | FL | 33131 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| GREATER BALTIMORE CULTURAL ALLIANCE | ||||||||||||
| 1800 N CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| HAMILTON-LAURAVILLE MAIN STREET INC | ||||||||||||
| 5500 HARFORD ROAD STE 201 | BALTIMORE | MD | 21214 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| HAZELDEN BETTY FORD FOUNDATION | ||||||||||||
| PO BOX 11 15251 PLEASANT VALLEY RD | CENTER CITY | MN | 550120011 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| HEALTHY NEIGHBORHOODS INC | ||||||||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| INNOVATION AFRICA | ||||||||||||
| 520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| INSTITUTE FOR CHRISTIAN AND JEWISH STUDIES | ||||||||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | PC | UNRESTRICTED | $35,000 | |||||
| INTERFAITH YOUTH CORE | ||||||||||||
| 325 N LA SALLE SUITE 775 | CHICAGO | IL | 60654 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| ISRAEL ON CAMPUS COALITION | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $40,000 | |||||
| JERUSALEM FOUNDATION INC | ||||||||||||
| NONE | PC | UNRESTRICTED | $65,000 | 11 RIVKS STREET | JERUSALEM | IS | 91101 | |||||
| JEWISH COMMUNITY CENTER OF GREATER BALTIMORE | ||||||||||||
| 5700 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE | ||||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| JEWISH COMMUNITY SERVICES | ||||||||||||
| 101 W MT ROYAL AVE | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $33,000 | |||||
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||||||
| 116 E 27TH STREET 10TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $37,500 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||||
| 3910 KESWICK RD | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| LIVING CLASSROOMS FOUNDATION | ||||||||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NONE | PC | UNRESTRICTED | $32,500 | |||||
| MARYLAND ACADEMY OF SCIENCES MARYLAND SCIENCE CENTER | ||||||||||||
| 601 LIGHT STREET | BALTIMORE | MD | 212303812 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| MARYLAND CHARTER SCHOOL NETWORK | ||||||||||||
| 4639 FALLS ROAD SUITE 2 | BALTIMORE | MD | 21209 | NONE | PC | UNRESTRICTED | $18,000 | |||||
| MARYLAND CITIZENS FOR THE ARTS INC | ||||||||||||
| 3600 CLIPPER MILL RD SUITE 215 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| MARYLAND FILM FESTIVALTHE PRODUCERS CLUB OF MARYLAND | ||||||||||||
| 107 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $53,391 | |||||
| MARYLAND FOOD BANK | ||||||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||||||||
| 1300 MOUNT ROYAL AVE | BALTIMORE | MD | 21217 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| MARYLAND NONPROFITS | ||||||||||||
| 1500 UNION AVENUE SUITE 2500 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| MEALS ON WHEELS OF CENTRAL MARYLAND | ||||||||||||
| 515 S HAVEN STREET | BALTIMORE | MD | 21224 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| MECHON HADAR | ||||||||||||
| 190 AMSTERDAM AVE | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| MEET INTERNATIONAL | ||||||||||||
| 2440 TAMALPAIS ST | MOUNTAIN VIEW | CA | 94043 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | ||||||||||||
| 1819 L STREET N W 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| NATIONAL ALLIANCE ON MENTAL ILLNESS - METRO BALTIMORE | ||||||||||||
| 6600 YORK RD SUITE 204 | BALTIMORE | MD | 21212 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| NATIONAL AQUARIUM IN BALTIMORE | ||||||||||||
| PIER 3 501 EAST PRATT STREET | BALTIMORE | MD | 212023194 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| NEW ISRAEL FUND | ||||||||||||
| 2100 M STREET NW SUITE 619 | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED | $102,000 | |||||
| NORTH AMERICAN FRIENDS OF ORANIM | ||||||||||||
| N2205 FOSTER RD S | OOSTBURG | WI | 53070 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| ONETABLE | ||||||||||||
| 79 MADISON AVE | NEW YORK | NY | 100168012 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| PARK SCHOOL | ||||||||||||
| 2425 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| PARKS AND PEOPLE FOUNDATION | ||||||||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| PATTERSON PARK AUDOBON CENTER | ||||||||||||
| 27 SOUTH PATTERSON PARK AVENUE | BALTIMORE | MD | 21231 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| PEACEPLAYERS INTERNATIONAL | ||||||||||||
| 901 NEW YORK AVENUE NW SUITE 550 | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $5,000 | EAST | ||||
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $168,421 | |||||
| PORT DISCOVERY CHILDREN'S MUSEUM | ||||||||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| PROJECT KESHER | ||||||||||||
| 600 MAMARONECK AVENUE SUITE 400 | HARRISON | NY | 10528 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| ROLAND PARK COUNTRY SCHOOL | ||||||||||||
| 5204 ROLAND AVE | BALTIMORE | MD | 20001 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| SINAI HOSPITAL | ||||||||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| SLINGSHOT | ||||||||||||
| 25 BROADWAY 9TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| SOCCER WITHOUT BORDERS BALTIMORE | ||||||||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| SOUTHEAST COMMUNITY DEVELOPMENT CORPORATION | ||||||||||||
| 2900 E FAYETTE ST | BALTIMORE | MD | 21224 | NONE | PC | UNRESTRICTED | $30,000 | |||||
| THE CHRISTOPHER O'NEIL FUND | ||||||||||||
| 2 EAST READ STREET C/O THE | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $8,391 | BALTIMORE COMMUNITY FOUNDATION | ||||
| THE GIL SANDLER FUND AT THE BALTIMORE COMMUNITY FOUNDATION | ||||||||||||
| 2 E READ STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $1,500 | |||||
| THE INGENUITY PROJECT | ||||||||||||
| 1400 W COLD SPRING LANE | BALTIMORE | MD | 21209 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| THE ISRAEL PROJECT INC | ||||||||||||
| 2020 K STREET NW SUITE 7600 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| THE JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $296,700 | |||||
| THE SHALOM HARTMAN INSTITUTE OF NA | ||||||||||||
| ONE PENNSYLVANIA PLAZA SUITE 1606 | NEW YORK | NY | 10119 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| THE SUSTAINABILITY LABORATORY | ||||||||||||
| SUITE 36B | NEW YORK | NY | 10103 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| TOWSON UNIVERSITY FOUNDATION | ||||||||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| UNITED WAY OF CENTRAL MARYLAND | ||||||||||||
| 100 S CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 21203 | NONE | PC | UNRESTRICTED | $18,000 | |||||
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | ||||||||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $31,500 | |||||
| WALTERS ART MUSEUM | ||||||||||||
| 600 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| WHITELOCK COMMUNITY FARM | ||||||||||||
| 2001 PARK AVE | BALTIMORE | MD | 21217 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| YOUNG AUDIENCES OF MARYLAND INC | ||||||||||||
| 2600 NORTH HOWARD STREET SUITE 1300 | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| 70 FACES MEDIA | ||||||||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| AHAVAS YISRAEL CHARITY FUND | ||||||||||||
| 6400 CROSS COUNTRY BLVD | BALTIMORE | MD | 21215 | NONE | PC | UNRESTRICTED | $1,500 | |||||
| FITNESS FUN & GAMES | ||||||||||||
| 500 S LINWOOD AVE | BALTIMORE | MD | 21224 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| GAY LESBIAN AND STRAIGHT EDUCATION NETWORK | ||||||||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $1,500 | |||||
| HOMELESS PERSONS REPRESENTATION PROJECT | ||||||||||||
| 201 NORTH CHARLES ST SUITE 1104 | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $1,500 | |||||
| IGNATIAN VOLUNTEER CORPS | ||||||||||||
| 112 E MADISON ST SUITE 300 | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $1,500 | |||||
| JEWISH ADOPTION AND FAMILY CARE OPTIONS | ||||||||||||
| 4200 N UNIVERSITY DR | FORT LAUDERDALE | FL | 33351 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| PLANNED PARENTHOOD OF MARYLAND | ||||||||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| STRONG CITY BALTIMORE | ||||||||||||
| 3503 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $50,000 | |||||
| THE HOBOKEN SHELTER | ||||||||||||
| 300 BLOOMFIELD ST | HOBOKEN | NJ | 07030 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| THE LEGACY SCHOOL | ||||||||||||
| 115 TERRAPIN DRIVE | SYKESVILLE | MD | 21784 | NONE | PC | UNRESTRICTED | $1,500 | |||||
| WOUNDED WARRIOR PROJECT | ||||||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | UNRESTRICTED | $1,500 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO | ||||||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,304,355 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,314 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $191,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,359,132 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE INCOME TAX REFUND | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $677 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $677 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,188,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,189,108 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $50,991 | Amt |
| Net Investment Income | $40,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,198 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $125,000 | EOYBookValueAmt |
| EOYFMV | $125,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $4,637,963 | EOYBookValueAmt |
| EOYFMV | $4,598,674 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 25307 INVESTMENT PARTNERSHIP | AT COST | $35,171,191 | $44,329,003 |
| 27001 INVESTMENT PARTNERSHIP | AT COST | $3,604,543 | $8,351,098 |
| 27004 INVESTMENT PARTNERSHIP | AT COST | $1,984,566 | $3,769,669 |
| 40153 INVESTMENT PARTNERSHIP | AT COST | $5,674 | $3,726 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $35,655 | LegalFeesAmt |
| Net Investment Income | $28,524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,131 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT GRANT TO THE ELEANOR M AND HERBERT D. KATZ FAMILY FOUNDATION, INC. | Desc |
| Amt | $11,431,107 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXP | $45,175 | $45,175 | $0 |
| INSURANCE | $2,055 | $2,055 | $0 |
| ADMINISTRATIVE EXPENSE | $314,573 | $251,658 | $62,915 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME | $191,985 | $191,985 | $191,985 |
| PASSTHROUGH ORDINARY INCOME | $0 | ||
| STATE INCOME TAX REFUND | $677 | $677 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF UNUSED CONTRIBUTION | Desc |
| Amt | $25,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $251,622 | Amt |
| Net Investment Income | $251,622 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,447 | $8,447 | $0 |
| FEDERAL EXCISE TAXES | $75,000 | $0 | $0 |
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