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1428633 2355474 X 3624 3624 3624 6115 6115 X 2491 2491 false false false false false false true true true MD true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false Douglas Becker Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres / Trustee 1.0 0 0 0 R Christopher Hoehn-Saric Foundation Source 501 Silverside Rd Wilmington DE 198091377 First VP / Trustee 1.0 0 0 0 B Lee McGee Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Eilif Serck-Hanssen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 Robert W Zentz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Second VP / Sec 1.0 0 0 0 6096096 359374 0 6455470 0 6455470 96832 6358638 317932 317932 3624 3624 314308 314308 314308 2355474 0 0 0 0 2355474 3624 2351850 314308 2014 2013 2012 1620536 2453053 1199475 1289429 1993420 8555913 2355474 314308 2041166 10597079 0 1620536 8976543 2453053 1199475 1289429 1993420 2041166 NONE X AMERICA ACHIEVES INC 1460 BROADWAY 8TH FL NEW YORK NY 10036 N/A PC General & Unrestricted 50000 AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION 360 E CORONADO RD STE 140 PHOENIX AZ 85004 N/A PC Charitable Event 1000 ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE INC 175 W OSTEND ST STE A3 BALTIMORE MD 21230 N/A PC General & Unrestricted 5000 BALTIMORE CHILDRENS MUSEUM INC 35 MARKET PL BALTIMORE MD 21202 N/A PC General & Unrestricted 50000 BALTIMORE CHILDRENS MUSEUM INC 35 MARKET PL BALTIMORE MD 21202 N/A PC capital campaign consultants 50000 BALTIMORE COMMUNITY FOUNDATION INC 2 E READ ST 9TH FL BALTIMORE MD 21202 N/A PC Principal Development / Endowment projects 40000 BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC 808 N CHARLES ST BALTIMORE MD 21201 N/A PC General & Unrestricted 5000 BALTIMORE SCHOOL FOR THE ARTS FDN INC 712 CATHEDRAL ST BALTIMORE MD 21201 N/A SO II Charitable Event 20000 BALTIMORE SYMPHONY ORCHESTRA INC 1212 CATHEDRAL ST BALTIMORE MD 21201 N/A PC Charitable Event 7500 BALTIMORE SYMPHONY ORCHESTRA INC 1212 CATHEDRAL ST BALTIMORE MD 21201 N/A PC Presenting Sponsor of the 2016-2017 Family Concert Series 50000 BALTIMORE URBAN LEAGUE 512 ORCHARD ST BALTIMORE MD 21201 N/A PC Charitable Event 25000 BALTIMORES FESTIVAL OF THE ARTS INC 10 E BALTIMORE ST FL 10 BALTIMORE MD 21202 N/A PC Charitable Event 25000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC Chesapeake Bay Foundation Education Program 25000 CRISTO REY JESUIT HIGH SCHOOL 420 S CHESTER ST BALTIMORE MD 21231 N/A PC 2016-2017 Cristo Rey Corporate Internship Program 27000 CRISTO REY JESUIT HIGH SCHOOL 420 S CHESTER ST BALTIMORE MD 21231 N/A PC Charitable Event 5000 CROHNS & COLITIS FOUNDATION OF AMERICA 733 3RD AVE STE 5 NEW YORK NY 10017 N/A PC General & Unrestricted 250 CYSTIC FIBROSIS FOUNDATION 10626 YORK RD STE A COCKEYSVILLE MD 21030 N/A PC Charitable Event 1000 CYSTIC FIBROSIS FOUNDATION 10626 YORK RD STE A COCKEYSVILLE MD 21030 N/A PC Charitable Event 7500 DIGITAL HARBOR FOUNDATION INC 1045 LIGHT ST BALTIMORE MD 21230 N/A PC initiative supporting development of the COE's 2016-2017 Center of Excellence 10000 ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY 401 CATHEDRAL ST BALTIMORE MD 21201 N/A PC Charitable Event 7500 FOUNDATION FIGHTING BLINDNESS INC 7168 COLUMBIA GATEWAY DR STE 100 COLUMBIA MD 21046 N/A PC General & Unrestricted 12500 FUND FOR EDUCATIONAL EXCELLENCE INC 800 N CHARLES ST BALTIMORE MD 21201 N/A PC General & Unrestricted 5000 FUND FOR EDUCATIONAL EXCELLENCE INC 800 N CHARLES ST BALTIMORE MD 21201 N/A PC Charitable Event 2500 GIRL SCOUTS OF CENTRAL MARYLAND INC 4806 SETON DR BALTIMORE MD 21215 N/A PC Charitable Event 3500 GLOBAL CITIZEN YEAR INCORPORATED 1625 CLAY ST STE 400 OAKLAND CA 94612 N/A PC General & Unrestricted 50000 INGENUITY PROJECT INC 1400 W COLD SPRING LN BALTIMORE MD 21209 N/A SO III FI General & Unrestricted 10000 INNOVATION FOUNDATION INC 600 W CHICAGO AVE STE 700 CHICAGO IL 60654 N/A PC Charitable Event 25000 INTERNATIONAL YOUTH FOUNDATION ONE E PRATT ST STE 701 BALTIMORE MD 21202 N/A PC General & Unrestricted 1284008 IRVINE NATURAL SCIENCE CENTER INC 11201 GARRISON FOREST RD OWINGS MILLS MD 21117 N/A PC Charitable Event 1500 ITINERIS INC 2050A ROCKROSE AVE BALTIMORE MD 21211 N/A PC Charitable Event 2500 IZAAK WALTON LEAGUE OF AMERICA INC 707 CONSERVATION LN GAITHERSBURG MD 20878 N/A PC General & Unrestricted 1000 KENNEDY KRIEGER FOUNDATION INC 707 N BROADWAY BALTIMORE MD 21205 N/A PC Charitable Event 20000 KIPP BALTIMORE INC 4701 GREENSPRING AVE BALTIMORE MD 21209 N/A PC Charitable Event 2500 LEUKEMIA & LYMPHOMA SOCIETY INC- MARYLAND CHAPTE 100 PAINTERS MILL RD STE 800 OWINGS MILLS MD 21117 N/A PC Charitable Event 25000 LEUKEMIA & LYMPHOMA SOCIETY INC- MARYLAND CHAPTE 100 PAINTERS MILL RD STE 800 OWINGS MILLS MD 21117 N/A PC Charitable Event 25000 LIVING CLASSROOMS FOUNDATION INC 802 S CAROLINE ST BALTIMORE MD 21231 N/A PC Charitable Event 15000 MARIAN HOUSE INC 949 GORSUCH AVE BALTIMORE MD 21218 N/A PC Charitable Event 5000 MIAMI CHILDRENS MUSEUM INC 980 MACARTHUR CSWY MIAMI FL 33132 N/A PC Charitable Event 2500 MOUNT VERNON PLACE CONSERVANCY INC 901 S BOND ST STE 400A BALTIMORE MD 21231 N/A PC Washington Monument Restoration Project 10000 NATIONAL AQUARIUM INC 501 E PRATT BALTIMORE MD 21202 N/A PC National Aquarium's Conservation Education Program 10000 NETWORK 2000 INC 3601 E JOPPA RD BALTIMORE MD 21234 N/A PC Network 2000 (Advocate Partner) Partnership Program 10000 NEW LEADERS 30 W 26TH ST 10TH FL NEW YORK NY 10010 N/A PC General & Unrestricted 25000 ORGANIZATION FOR COMMUNITY HEALTH OUTREACH INC 711 W 40TH ST STE 438 BALTIMORE MD 21211 N/A PC Charitable Event 3000 PLANNED PARENTHOOD OF MARYLAND INC 330 N HOWARD ST BALTIMORE MD 21201 N/A PC Charitable Event 5000 RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE INC 635 W LEXINGTON ST BALTIMORE MD 21201 N/A PC Charitable Event 1000 SPONSORS FOR EDUCATIONAL OPPORTUNITY INC 55 EXCHANGE PL NEW YORK NY 10005 N/A PC Charitable Event 15000 SPORTS FOR SHARING INC 641 S ST NW WASHINGTON DC 20001 N/A PC Charitable Event 5000 STARFISH GREATHEARTS FOUNDATION USA 333 MAMARONECK AVE 187 WHITE PLAINS NY 10605 N/A PC Charitable Event 10000 STRONG CITY BALTIMORE 3503 N CHARLES ST BALTIMORE MD 21218 N/A PC Baltimore Corps Program 50000 SUNRISE DAY CAMPS ASSOCIATION INC 15 NEIL CT OCEANSIDE NY 11572 N/A PC Charitable Event 10000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 50000 TEAM RUBICON 6171 CENTURY BLVD STE 310 LOS ANGELES CA 90045 N/A PC Charitable Event 7500 THE AMERICAN VISIONARY ART MUSEUM INC 800 KEY HWY BALTIMORE MD 21230 N/A PC Charitable Event 5000 THE FAMILY TREE INC 2108 N CHARLES ST BALTIMORE MD 21218 N/A PC Charitable Event 25000 THE MARYLAND ZOOLOGICAL SOCIETY INC 1876 MANSION HOUSE DR BALTIMORE MD 21217 N/A PC Maryland Zoo Fund 5000 THE RICHARD W RILEY INSTITUTE OF GOVERNMENT POLI 3300 Poinsett hwy GREENVILLE SC 29613 N/A PC Capital Campaign 50000 THE UNITED WAY OF CENTRAL MARYLAND INC 100 S CHARLES ST BALTIMORE MD 21201 N/A PC Charitable Event 15000 THE UNITED WAY OF CENTRAL MARYLAND INC 100 S CHARLES ST BALTIMORE MD 21201 N/A PC United for Change Campaign 25000 TOWSON UNIVERSITY FOUNDATION INC 8000 YORK RD TOWSON MD 21252 N/A PC Music for the Stage Project 5000 TRUSTEES OF WALTERS ART GALLERY 600 N CHARLES ST BALTIMORE MD 21201 N/A GOV Charitable Event 6500 UNIVERSITY OF MARYLAND FOUNDATION INC 3300 METZEROTT RD ADELPHI MD 20783 N/A PC Hrabowski Fund 25000 VOLUNTEER CENTRAL INC 1201 S SHARP ST STE 302 BALTIMORE MD 21230 N/A PC Laureate Education Inc. Membership 25000 YMCA OF CENTRAL MARYLAND INC 303 W CHESAPEAKE AVE BALTIMORE MD 21204 N/A PC Charitable Event 15000 YOUNG AUDIENCES OF MARYLAND INC 2600 N HOWARD ST STE 1300 BALTIMORE MD 21218 N/A PC General & Unrestricted 5000 2322258 14 1370 14 104741 18 304233 CLASS ACTION LAWSUIT PROCEEDS 14 46 410390 410390 false false false false false false false false false false X X 1 Becker Douglas 650 S Exeter St Baltimore MD 21202 39632 X 21ST CENTY FOX AMER - 3.000% - 14716 14930 AMERICAN EXPRESS CORP - 0.747% 14940 15028 AMERICAN TOWER CORP - 3.125% - 14993 13840 AMERICREDIT AUTO SER 2015-3 - 10000 10032 AMERICREDIT SER 16-1 - 1.520% 8447 8456 AMERICREDIT SER 2012-4 - 2.520 2001 2001 ANALOG DEVICES INC - 3.900% - 16111 15370 ASTRAZENECA PLC NOTE - 1.950% 15183 15021 AUTOZONE INC - 3.125% - 04/21/ 15216 14435 BB&T CORP - 0.950% - 01/15/202 15020 15051 BOSTON PROPERTIES LPNOTE - 4.1 16276 15848 CAMPBELL SOUP CO - 2.500% - 08 14911 14824 CANADIAN NATURAL RESOURCES - 5 15424 15614 CAPITAL AUTO RECV - 1.320% - 0 1020 1020 CC HLDGS GS V / CROWN CASTL - 14813 15243 CLOROX - 3.050% - 09/15/2022 15679 15210 E TRADE FINANCIAL CORP - 5.375 15598 15881 EDUCATION RLTY OPER PARTNERSHI 15122 14927 FIDELITY NATL INFORMATION SVCS 16730 16337 FMC TECHNOLOGIES INC - 3.450% 13935 15006 HEALTHCARE TRUST OF AMER HLDGS 14986 15106 HOLLYFRONTIER CORP - 5.875% - 15001 15329 HUNT J B TRANS SVCS INC - 2.40 15041 15042 JANUS CAPITAL GROUP INC - 4.87 15026 15457 PROVIDENCE HEALTH & SVCS OBLIG 15000 15030 RELIANCE STEEL & ALUM - 4.500% 15439 15047 ROYAL BK OF CDA BD - 0.784% - 22019 21949 SANTANDER DRIVE AUTO SER 2015- 9999 10010 VERIZON COMMUNICATIONS - 3.650 15466 15495 ACCENTURE PLC 23222 28580 ACUITY BRANDS INC 10461 9465 ADOBE SYSTEMS, INC 40018 42312 AETNA INC 26912 28026 AKAMAI TECH COM STK 25995 29606 ALEXION PHARMACEUTICALS, INC 31952 27529 ALPHABET INC CL A 42373 57056 ALPHABET INC CL C 46327 64833 AMAZON COM 36717 54741 AMERICAN TOWER REIT INC 13165 13210 AMERIPRISE FINANCIAL INC 30552 34835 AMPHENOL CORPORATION 16782 33197 ANSYS INC 12365 16001 ANTHEM INC 16251 16102 APPLE INC 29153 40884 ARTISAN HIGH INCOME FUND CLASS 237010 245468 ARTISAN INTERNATIONAL VALUE FU 213963 197370 BALL CP 10139 9909 BANK OF AMERICA CORP 20910 25481 BERKSHIRE HATHAWAY INC. CLASS 63365 76601 BEST BUY INC 6959 8662 BROWN ADVISORY EMERGING MARKET 58065 47558 BROWN ADVISORY MORT SEC INS 544256 528501 BROWN ADVISORY SMALL-CAP FUNDA 235277 339756 BROWN ADVISORY SOMERSET EMERGI 109435 101246 BROWN ADVISORY STRATEGIC BOND 305583 290931 BROWN ADVISORY STRATEGIC EUROP 191715 185081 BROWNIA SMALL-CAP GROWTH FUND 291362 311214 CANADIAN NATL RAILWAY CO 27203 32622 CARMAX INC 49518 61106 CHARLES SCHWAB CORP 34507 48943 CHIPOTLE MEX GRILL 26627 24148 COGNIZANT TECHNOLOGY SOLUTIONS 20704 24261 COSTCO WHOLESALE CORPORATION 27574 34424 CROWN CASTLE INTL 23336 24469 DANAHER CORP 34017 46159 DAVITA HEALTHCARE PARTNERS INC 18502 20030 DEXCOM, INC 28310 19880 EBAY INC 15670 18141 ECOLAB INC 32539 42316 EDWARDS LIFESCIENCES 37036 45913 ESTEE LAUDER COMPANIES INC 26575 28225 EXPRESS SCRIPTS HOLDING CO 37514 30474 FACEBOOK INC 66914 75128 FLEETCOR TECHNOLGIES INC 22554 20520 FORTIVE CORPORATION 27153 32500 GEN DYNAMICS CP 17421 21237 GENPACT LIMITED 13333 20129 HEALTHCARE SVCS GROUP INC 9186 9166 HEXCEL CP DELAWARE 7809 9156 HUNT J B 7499 8930 IDEXX CORP 5655 7388 INTUIT 9832 10544 INTUITIVE SURGICAL 18972 30440 JP MORGAN CHASE 30347 43835 KINDER MORGAN INC 65436 42435 LOWES COMPANIES INC 43338 44023 MASTERCARD INC 45399 52245 MEAD JOHNSON NUTRITI 26006 23422 MERCK & CO INC 10405 12893 METTLER-TOLEDO INTL 7835 8790 MICROSOFT CORP 36979 54870 MIDDLEBY CORPORATION 8592 9017 NIKE INC-CL B 6210 5642 NXP SEMICONDUCTORS 33527 37832 OCCIDENTAL PETROLEUM CORP 31843 26569 PAYPAL HOLDINGS, INC 40557 45391 PEPSICO INC 16908 19043 PRICELINE.COM INCORPORATED 43011 51312 QUALCOMM INC 32644 32730 RED HAT, INC 10441 9549 REGIONS FINANCIAL CORP 14824 22560 ROPER INDUSTRIES 27628 28377 SALESFORCE.COM 22948 29643 SBA COMMUNICATIONS 22809 24782 SMITH A O CORP DEL COM 19952 20929 STARBUCKS CORP COM 28953 45415 T. ROWE PRICE ASSOCIATES 18261 20019 TEVA PHARMACEUTICAL INDUSTRIES 45231 32915 THERMO FISHER SCIENTIFIC INC 12842 11994 TJX COMPANIES INC 31273 32531 TREEHOUSE FOODS INC 8103 6064 TRIPADVISOR LLC 31802 21516 TYLER TECHNOLOGIES, INC 5584 5425 UNDER ARMOUR INC CL A 9363 6507 UNDER ARMOUR INC CL C 16324 11679 UNITED RENTALS INC 10288 18793 UNITED TECHNOLOGIES CORP 25184 24226 UNITEDHEALTH GROUP INC 12660 14564 VERISK ANALYTICS, INC 10287 10552 VISA INC 100416 125144 WABTEC 26563 31631 WALT DISNEY HOLDINGS CO 37485 37936 WELLS FARGO & CO 58519 60676 YAHOO! INC 22410 28345 359566 352694 170907 171192 This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2016, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,322,258. This amount represents over 25% of the Foundation's net assets of $8,073,098 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 33216 33216 Class Action Lawsuit Proceeds 46 46 Investment Management Services 45985 45985 990-PF Estimated Tax for 2016 1400 Foreign Tax Paid 457 457