LOCKHART VAUGHAN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOCKHART VAUGHAN FOUNDATION INC (EIN 52-1693184)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-06
- IRS object ID
- 201602509349100300
- Schema version
- 2015v2.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-06T08:14:24-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521693184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKHART VAUGHAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 4108379400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JB POWELLJR 2 EAST READ ST NO 100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B POWELL JR | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4108379400 | PhoneNum |
| Signature | 2016-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P SWEENEY CPA | PreparerPersonNm |
| PTIN | P01263012 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,451,526 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $661,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $661,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $438,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,746,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,172 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,099,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,099,344 | 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 | $17,798 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,798 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,749 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,749 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,060 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,060 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,332 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,332 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $195,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,675,237 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,675,237 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,870,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,724,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$770,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,003,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,675 | CashBOYAmt |
| Cash EOY | $50,384 | CashEOYAmt |
| Cash EOYFMV | $50,384 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,286,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $499,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $499,497 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,505,503 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,909,817 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,034,247 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,196,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,311,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,576,582 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,628,648 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,166,902 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,290,816 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,689,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,937,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,451,526 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $27,689,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,937,666 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,689,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,937,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,689,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,937,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,689,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$770,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,018,690 | OtherIncreasesAmt |
| Subtotal | $27,937,666 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,937,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,571,636 | $6,308,029 | $263,607 | $263,607 | |
| PNC #3895 CAP GAIN DIVIDEND | P | $174,565 | $174,565 | $174,565 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,172 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,755,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,143,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051427 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,675,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,823,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,554,517 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,433,960 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051078 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,612,114 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,449,906 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052943 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,526,634 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,356,669 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050290 | DistributionYr5Rt |
| Total Distribution | 0.256788 | TotalDistributionRt |
| Average Distribution | 0.051358 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,224,297 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,500,901 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,036 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,510,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,724,268 | 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 | $10,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,283 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,283 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,247 | OverpaymentAmt |
| Applied To ES Tax | $26,247 | 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 | 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 | JOHN B POWELL JR | IndividualWithBooksNm |
| Phone | 4108379400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 EAST READ ST SUITE 100 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN BAKER POWELL | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIA B SCHNUPP | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BENJAMIN M BAKER III | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | TRUSTEE | 0.60 | $0 | $0 | $0 |
| JULIA P O'BRIEN | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BRENTNALL M POWELL | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KEVIN A SCHNUPP | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | TRUSTEE | 0.80 | $0 | $0 | $0 |
| DAVID B POWELL | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | TRUSTEE | 0.80 | $0 | $0 | $0 |
| KATE R POWELL | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN B POWELL JR | ||||||||
| 2 EAST READ ST STE 100 | BALTIMORE | MD | 21202 | SECRETARY/TREASURER | 16.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 NORTH FAIRFAX DRIVE SUITE 1300 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING SERVICES | ServiceTypeTxt |
| Compensation | $80,424 | CompensationAmt |
| 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 | $28,616,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,053,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,669,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,669,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $445,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,224,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,461,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,461,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,036 | TotalTaxAmt |
| Distributable Before Adj | $1,451,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,451,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,451,179 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,724,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,724,268 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,036 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,714,232 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,451,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,449 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,724,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,449 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,451,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $185,640 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $185,640 | 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 | $185,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $185,640 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN B POWELL JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 EAST READ STREET SUITE 100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4108379400 | RecipientPhoneNum |
| Form And Info And Materials | THE LOCKHART VAUGHAN FOUNDATION HAS ADOPTED THE ASSOCIATION OF BALTIMORE AREA GRANTMAKERS ("ABAG") GRANT PROPOSAL FORMAT WHICH CAN BE FOUND AT WWW.ABAGRANTMAKERS.ORG. A GRANT PROPOSAL (ONE COPY) SHOULD INCLUDE A COVER LETTER, A PROPOSAL NARRATIVE, AND ATTACHMENTS, ALL AS OUTLINED IN THE ABAG GRANT PROPOSAL FORMAT. BE SURE TO INCLUDE YOUR MOST RECENT FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES FOR SUBMISSION OF GRANT PROPOSALS ARE FEBRUARY 20TH, JUNE 20TH, AND OCTOBER 20TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AN INITIAL REVIEW IS MADE OF EVERY GRANT PROPOSAL THAT IS RECEIVED. IF IT IS DETERMINED THAT A GRANT PROPOSAL IS NOT WITHIN THE FOUNDATION'S PURPOSES OR THAT THE FOUNDATION DOES NOT HAVE ADEQUATE FUNDS, THE ORGANIZATION WILL BE NOTIFIED AS SOON AS POSSIBLE. OTHERWISE, THE FOUNDATION WILL ENDEAVOR TO INFORM EACH ORGANIZATION THAT SUBMITTED A GRANT PROPOSAL OF ITS DECISION WITHIN SIXTY (60) DAYS FOLLOWING THE DEADLINE DATE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | ||||||||
| 2 EAST READ STREET 8TH FLOOR | BALTIMORE | MD | 21202 | NONE | PC | COMMUNITY DEVELOPMENT: EDUCATIONAL PROGRAMS AND "BEST PRACTICES" FOR BALTIMORE AREA FOUNDATIONS. | $5,250 | |
| TEACH FOR AMERICA - BALTIMORE | ||||||||
| 2601 NORTH HOWARD STREET SUITE 300 | BALTIMORE | MD | 21218 | NONE | PC | EDUCATION: SUPPORT RECRUITMENT, TRAINING, AND MENTORING OF BALTIMORE CORPS OF TEACH FOR AMERICA. | $50,000 | |
| DYSLEXIA TUTORING PROGRAM | ||||||||
| 711 W 40TH STREET SUITE 310 | BALTIMORE | MD | 21211 | NONE | PC | EDUCATION: TUTORING PEOPLE WITH DYSLEXIA. | $18,000 | |
| BALTIMORE SYMPHONY ORHCESTRA | ||||||||
| JOSEPH MEYERHOFF SYMPHONY HALL 1212 | BALTIMORE | MD | 21201 | NONE | PC | EDUCATION: ORCHKIDS MUSIC INSTRUCTION IN PUBLIC SCHOOLS. | $10,000 | CATHEDRAL STREET |
| PARKS & PEOPLE FOUNDATION | ||||||||
| 800 WYMAN PARK DRIVE - SUITE 010 | BALTIMORE | MD | 21211 | NONE | PC | EDUCATION: SUPERKIDS SUMMER LEARNING CAMP. | $15,000 | |
| MIDDLE GRADES PARTNERSHIP | ||||||||
| 1500 UNION AVENUE SUITE 1320 | BALTIMORE | MD | 21211 | NONE | PC | EDUCATION: SUMMER LEARNING AND MENTORING MIDDLES SCHOOL STUDENTS IN BALTIMORE PUBLIC SCHOOLS. | $30,000 | |
| BRIDGES AT ST PAUL'S | ||||||||
| 11152 FALLS ROAD PO BOX 8100 | BROOKLANDVILLE | MD | 21022 | NONE | PC | EDUCATION: SUMMER LEARNING AND MENTORING PROGRAM FOR BALTIMORE PUBLIC SCHOOL STUDENTS. | $22,000 | |
| BLUE WATER BALTIMORE | ||||||||
| 3545 BELAIR ROAD | BALTIMORE | MD | 21213 | NONE | PC | ENVIRONMENT: WORKING FOR CLEAN WATER IN BALTIMORE WATERWAYS. | $40,000 | |
| BALTIMORE URBAN DEBATE LEAGUE | ||||||||
| 2601 NORTH HOWARD STREET SUITE 150 | BALTIMORE | MD | 21218 | NONE | PC | EDUCATION: SUPPORT OF COMPETITIVE MIDDLE AND HIGH SCHOOL DEBATE. | $25,000 | |
| PIGTOWN MAIN STREET | ||||||||
| 763 WASHINGTON BLVD | BALTIMORE | MD | 21230 | NONE | PC | COMMUNITY DEVELOPMENT: "MAIN STREET" PROGRAMS IN PIGTOWN NEIGHBORHOOD, BALTIMORE. | $15,000 | |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | EDUCATION: BALTIMORE INDEPENDENT SCHOOL LEARNING CAMP FOR BALTIMORE PUBLIC SCHOOL STUDENTS. | $5,000 | |
| ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE | ||||||||
| 175 W OSTEND STREET SUITE A-3 | BALTIMORE | MD | 21230 | NONE | PC | EDUCATION: FOSTERING ARTS EDUCATION IN BALTIMORE PUBLIC SCHOOLS. | $10,000 | |
| CIVIC WORKS INC | ||||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | NONE | PC | EDUCATION: SUMMER EMPLOYMENT FOR BALTIMORE PUBLIC SCHOOL STUDENTS. | $10,000 | |
| BALTIMORE OFFICE OF PROMOTION & THE ARTS | ||||||||
| 10 E BALTIMORE STREET 10TH FLOOR | BALTIMORE | MD | 21202 | NONE | PC | EDUCATION: SUMMER EMPLOYMENT FOR BALTIMORE PUBLIC SCHOOL STUDENTS. | $15,000 | |
| I3 - EXCEPTIONAL COACHING FOR EARLY LANGUAGE AND LITERACY | ||||||||
| 2701 N CHARLES STREET SUITE 300 | BALTIMORE | MD | 21218 | NONE | PC | EDUCATION: TRAIN TEACHERS IN YOUNGEST GRADES TO USE EFFECTIVE LANGUAGE AND LITERACY STRATEGIES. | $23,900 | |
| CALVERT SCHOOL | ||||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | PC | ENVIRONMENT: SOLAR ARRAY ON MIDDLE SCHOOL BUILDING AND SOLAR EDUCATION TO SCHOOL COMMUNITY. | $106,545 | |
| AMERICAN CIVIL LIBERTIES UNION OF MARYLAND | ||||||||
| 3600 CLIPPER MILL ROAD SUITE 350 | BALTIMORE | MD | 21211 | NONE | PC | EDUCATION: ADVOCACY, EDUCATION AND MOBILIZATION AROUND ADEQUATE FUNDING FOR PUBLIC EDUCATION. | $50,000 | |
| KIPP BALTIMORE | ||||||||
| 4701 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | PC | EDUCATION: CAPITAL CAMPAIGN TO RENOVATE SCHOOL BUILDING. | $50,000 | |
| JOHNS HOPKINS DEPARTMENT OF PSYCHIATRY & BEHAVIORAL SCIENCES | ||||||||
| 550 NORTH BROADWAY SUITE 914 | BALTIMORE | MD | 21205 | NONE | PC | PSYCHIATRIC SERVICES FOR BALTIMORE CHILDREN. | $65,000 | |
| EVERYMAN THEATRE | ||||||||
| 315 W FAYETTE STREET | BALTIMORE | MD | 21201 | NONE | PC | EDUCATION: THEATRE MATINEE SERIES FOR PUBLIC HIGH SCHOOL STUDENTS. | $15,000 | |
| ADVOCATES FOR CHILDREN AND YOUTH | ||||||||
| ONE NORTH CHARLES STREET - SUITE | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY DEVELOPMENT: GENERAL SUPPORT OF RESEARCH, EDUCATION AND ADVOCACY OF CHILDREN'S ISSUES. | $30,000 | 2400 |
| THREAD | ||||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | PC | EDUCATION: TUTORING AND MENTORING PROGRAM AT THREE BALTIMORE PUBLIC HIGH SCHOOLS. | $30,000 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | EDUCATION: SUMMER READING PROGRAM. | $25,000 | |
| VILLAGE LEARNING PLACE | ||||||||
| 2521 SAINT PAUL STREET | BALTIMORE | MD | 21218 | NONE | PC | EDUCATION: AFTER-SCHOOL AND SUMMER LEARNING PROGRAMS FOR CHARLES VILLAGE/BARCLAY YOUTH. | $20,000 | |
| FRIENDS OF PATTERSON PARK | ||||||||
| 27 SOUTH PATTERSON PARK AVENUE | BALTIMORE | MD | 21231 | NONE | PC | COMMUNITY DEVELOPMENT: FOSTER COMMUNITY SUPPORT FOR PATTERSON PARK. | $7,500 | |
| CENTRAL BALTIMORE PARTNERSHIP | ||||||||
| 1800 N CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY DEVELOPMENT: FOSTER ECONOMIC DEVELOPMENT IN CENTRAL BALTIMORE. | $20,000 | |
| STATION NORTH ARTS & ENTERTAINMENT DISTRICT | ||||||||
| 1 W NORTH AVENUE | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY DEVELOPMENT: PROMOTE STATION NORTH ARTS AND ENTERTAINMENT DISTRICT. | $20,000 | |
| COMMUNITY LAW CENTER | ||||||||
| 3355 KESWICK ROAD SUITE 200 | BALTIMORE | MD | 21211 | NONE | PC | COMMUNITY DEVELOPMENT: FREE LEGAL SERVICES TO BALTIMORE NEIGHBORHOOD GROUPS. | $20,000 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | COMMUNITY DEVELOPMENT: CIVIC LEADERSHIP FUND. | $15,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PC | ENVIRONMENT: WORK ON ISSUES AROUND CLIMATE CHANGE. | $20,000 | |
| LILLIE MAE CARROLL JACKSON CHARTER SCHOOL | ||||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | EDUCATION: TO PREPARE FACILITIES FOR START OF SCHOOL. | $20,000 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY DEVELOPMENT: CAPITAL CAMPAIGN FOR CENTRAL BRANCH. | $40,000 | |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | ||||||||
| 1000 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | PC | EDUCATION: SCHOLARSHIP ASSITANCE TO BALTIMORE FAMILIES. | $45,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | ENVIRONMENT: TO PROVIDE LEGAL REPRESENTATION BEFORE THE MARYLAND PUBLIC SERVICE COMMISSION. | $31,000 | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION INC | ||||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | EDUCATION: TWIGS AFTER-SCHOOL AND SATURDAY PERFORMING ARTS INSTRUCTIONS. | $20,000 | |
| SEED SCHOOL OF MARYLAND | ||||||||
| 200 FONT HILL AVENUE | BALTIMORE | MD | 21223 | NONE | PC | EDUCATION: BOARDING SCHOOL FOR AT-RISK MARYLAND STUDENTS. | $15,000 | |
| COLLEGEBOUND FOUNDATION | ||||||||
| 300 WATER STREET SUITE 300 | BALTIMORE | MD | 21202 | NONE | PC | EDUCATION: COLLEGE CONSELING AND FINANCIAL AID FOR BALTIMORE PUBLIC HIGH SCHOOL STUDENTS. | $25,000 | |
| BUILDING STEPS | ||||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21022 | NONE | PC | EDUCATION: FOSTER BALTIMORE PUBLIC SCHOOL STUDENTS TO PURSUE CAREERS IN STEM. | $15,000 | |
| DIGITAL HARBOR FOUNDATION | ||||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | PC | EDUCATION: AFTER-SCHOOL PROGRAM FOR TECHNOLOGY EDUCATION. | $15,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PC | EDUCATION: GENERAL SUPPORT OF CRISTO REY JESUIT HIGH SCHOOL. | $50,000 | |
| NEXT ONE UP FOUNDATION INC | ||||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | NONE | PC | EDUCATION: TUTORING AND MENTORING OF BALTIMORE PUBLIC HIGH SCHOOL STUDENTS. | $10,000 | |
| HAMPDEN FAMILY CENTER | ||||||||
| 1104 WEST 36TH STREET | BALTIMORE | MD | 21211 | NONE | PC | EDUCATION: AFTER-SCHOOL AND SUMMER PROGRAMS. | $15,000 | |
| INGENUITY PROJECT INC | ||||||||
| BALTIMORE POLYTECHNIC INSTITUTE | BALTIMORE | MD | 21209 | NONE | PC | EDUCATION: ADVANCED MATH AND SCIENCE COURSES IN BALTIMORE MIDDLE AND HIGH SCHOOLS. | $30,000 | 1400 W COLD SPRING LANE |
| NEW LEADERS MARYLAND | ||||||||
| 1500 UNTION AVENUE SUITE 1400 | BALTIMORE | MD | 21211 | NONE | PC | EDUCATION: RECRUIT, TRAIN, AND SUPPORT NEW PRINCIPALS OF BALTIMORE PUBLIC SCHOOLS. | $40,000 | |
| PLAYWORKS MARYLAND | ||||||||
| 2601 NORTH HOWARD STREET SUITE 310 | BALTIMORE | MD | 21218 | NONE | PC | EDUCATION: ORGANIZED RECESS AND PHYSICAL ACTIVITIES IN BALTIMORE PUBLIC SCHOOLS. | $30,000 | |
| FAMILY LEAGUE OF BALTIMORE | ||||||||
| 2305 N CHARLES STREET SUITE 200 | BALTIMORE | MD | 21218 | NONE | PC | EDUCATION: SUPPORT OF THE FAMILY LITERACY COALITION. | $35,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| PHILIP MERRILL ENVIRONMENTAL CENTER | ANNAPOLIS | MD | 21403 | NONE | PC | ENVIRONMENT: TO RESTORE THE CHESAPEAKE BAY. | $45,000 | 6 HERNDON AVENUE |
| DOWNTOWN BALTIMORE FAMILY ALLIANCE | ||||||||
| PO BOX 38917 | BALTIMORE | MD | 21231 | NONE | PC | COMMUNITY DEVELOPMENT: ENCOURAGING YOUNG FAMILIES TO REMAIN IN DOWNTOWN BALTIMORE. | $15,000 | |
| CENTRAL MARYLAND TRANSPORTATION ALLIANCE | ||||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | ENVIRONMENT: WORKING FOR A REGIONAL MASS TRANSIT SYSTEM. | $15,000 | |
| BALTIMORE TREE TRUST | ||||||||
| PO BOX 26202 | BALTIMORE | MD | 21210 | NONE | PC | ENVIRONMENT: INCREASE BALTIMORE'S TREE CANOPY. | $15,000 | |
| BALTIMORE CORPS | ||||||||
| 12 W MADISON STREET | BALTIMORE | MD | 21202 | NONE | PC | COMMUNITY DEVELOPMENT: CONNECTING TALENT TO VISIONARY CAUSE LEADERS IN BALTIMORE. | $15,000 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | COMMUNITY DEVELOPMENT: CIVIC LEADERSHIP FUND ENDOWMENT. | $40,000 | |
| OPEN SOCIETY INSTITUTE-BALTIMORE | ||||||||
| 201 NORTH CHARLES STREET SUITE 1300 | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY DEVELOPMENT: DRUG ADDICTION TREATMENT PROGRAM. | $30,000 | |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | ENVIRONMENTAL: SOLAR ARRAY ON LOWER SCHOOL BUILDING. | $65,000 | |
| ST JOHN'S EPISCOPAL CHURCH | ||||||||
| 679 FARMINGTON AVENUE | WEST HARTFORD | CT | 06119 | NONE | PC | GENERAL SUPPORT. | $10,000 | |
| EMMANUEL EPISCOPAL CHURCH | ||||||||
| 811 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | GENERAL SUPPORT. | $17,014 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY DEVELOPMENT: GENERAL SUPPORT. | $17,014 | |
| UNIVERSITY OF MARYLAND MEDICAL CENTER | ||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | NONE | PC | MIDTOWN CAMPUS. | $17,014 | |
| MARYLAND FOOD BANK | ||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | PC | GENERAL SUPPORT. | $25,000 | |
| HAMPDEN FAMILY CENTER | ||||||||
| 1104 WEST 36TH STREET | BALTIMORE | MD | 21211 | NONE | PC | EDUCATION: CAPITAL CAMPAIGN FOR BUILDING. | $25,000 | |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | ||||||||
| 1000 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | PC | EDUCATION: CAPITAL CAMPAIGN TO "FUND FORWARD" SCHOLARSHIPS FOR BALTIMORE FAMILIES. | $50,000 | |
| GREEN STREET ACADEMY FOUNDATION | ||||||||
| 125 NORTH HILTON STREET | BALTIMORE | MD | 21229 | NONE | PC | EDUCATION: TO EQUIP HIGH-TECH CLASSROOMS. | $15,000 | |
| SALVATION ARMY | ||||||||
| 814 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | PC | GENERAL SUPPORT. | $10,000 | |
| FUEL FUND OF MARYLAND | ||||||||
| 1500 UNION AVENUE SUITE 2400 | BALTIMORE | MD | 21211 | NONE | PC | GENERAL SUPPORT. | $10,000 | |
| SOUTHWEST BALTIMORE CHARTER SCHOOL | ||||||||
| 1300 HERKIMER STREET | BALTIMORE | MD | 21223 | NONE | PC | EDUCATION: TO SUPPORT READING PARTNERS. | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,675,237 | 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 | $661,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $438,172 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,099,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,099,344 | 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 FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART XV, LINE 2: | FormAndLineReferenceDesc |
| Medium Explanation | THE LOCKHART VAUGHAN FOUNDATION DIRECTS ITS GRANTS TOWARD THREE GOALS IN BALTIMORE, MARYLAND. TO ACHIEVE THOSE GOALS, THE FOUNDATION WILL CONSIDER GRANT PROPOSALS THAT ADDRESS ONE OR MORE OF THE SPECIFIC STRATEGIES LISTED BELOW.GOAL: BALTIMORE CHILDREN WILL HAVE ACCESS TO A QUALITY PUBLIC EDUCATION IN PRE-K THROUGH 12TH GRADE.STRATEGIES: -SUPPORT EFFORTS THAT PROMOTE SCHOOL READINESS FOR CHILDREN 0-3.-STRENGTHEN THE READING READINESS INSTRUCTION IN PRE-KAND KINDERGARTEN PROGRAMS IN BALTIMORE.-SUPPORT PROGRAMS THAT CHALLENGE MOTIVATED STUDENTS IN BALTIMORE'S PUBLICSCHOOLS.-PROMOTE SCHOOL CHOICE FOR BALTIMORE STUDENTS AND PARENTS.-SUPPORT THE RECRUITMENT, TRAINING, AND MENTORING OF ABLE INSTRUCTIONALLEADERS FOR BALTIMORE PUBLIC SCHOOLS.-SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS.-SUPPORT SUMMER LEARNING OPPORTUNITIES.FOR AFTER-SCHOOL AND SUMMER LEARNING PROGRAMS, THE TRUSTEES WILL FAVOR PROGRAMS THAT HAVE INTENSE AND SUSTAINED CONTACT WITH STUDENTS WITH A CONSISTENT MESSAGE OF HIGH EXPECTATIONS.GOAL: BALTIMORE RESIDENTS WILL ENJOY GOOD PARKS, A GREENER ENVIRONMENT, AND A CLEANER CHESAPEAKE BAY WITH HEALTHY WATERSHEDS.STRATEGIES: -SUPPORT GREENING EFFORTS IN BALTIMORE THAT ARE VISIBLE TO THE WIDER COMMUNITY. -SUPPORT EFFORTS IN BALTIMORE TO IMPROVE THE CHESAPEAKE BAY AND ITS WATERSHEDS.IN ADDITION, THE TRUSTEES ALLOCATE APPROXIMATELY 13% OF THE GRANTS BUDGET FOR PRESELECTED ORGANIZATIONS THAT ARE ADDRESSING CLIMATE CHANGE. THAT IS, THE TRUSTEES DO NOT ACCEPT UNSOLICITED GRANT APPLICATIONS REGARDING CLIMATE CHANGE.GOAL: BALTIMORE WILL BE A CITY WITH VIBRANT NEIGHBORHOODS.STRATEGIES: -SUPPORT COMMUNITY ORGANIZATIONS THAT HAVE A RECORD OF ATTRACTING FINANCIALINVESTMENTS IN THEIR NEIGHBORHOOD REVITALIZATION EFFORTS. -SUPPORT ORGANIZATIONS THAT PROVIDE TECHNICAL ASSISTANCE AND ENHANCE THECAPABILITIES OF GROUPS THAT ARE WORKING FOR COMMUNITY DEVELOPMENT IN BALTIMORE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HELEN OF TROY LIMITED (HELE) | $20,000 | $35,155 |
| CINEMARK HOLDINGS INC (CNK) | $20,075 | $33,831 |
| DORMAN PRODUCTS INC (DORM) | $16,785 | $16,615 |
| FIVE BELOW (FIVE) | $23,315 | $19,549 |
| OXFORD INDUSTRIES INC (OXM) | $20,283 | $25,209 |
| RUSH ENTERPRISES INC CL A (RUSHA) | $30,985 | $24,517 |
| EW SCRIPPS CO (SSP) | $36,053 | $28,329 |
| TEXAS ROADHOUSE INC (TXRH) | $15,075 | $27,793 |
| TUMI HOLDINGS INC (TUMI) | $27,288 | $21,286 |
| MATSON INC W/I (MATX) | $20,817 | $31,589 |
| RED ROBBIN GOURMET BURGERS (RRGB) | $28,384 | $24,696 |
| SENSIENT TECHNOLOGIES CORP (SXT) | $16,743 | $27,955 |
| SNYDERS LANCE INC (LNCE) | $16,369 | $24,696 |
| GULFPORT ENERGY CORP NEW (GPOR) | $10,678 | $12,162 |
| CATHAY GENERAL BANCORP (CATY) | $23,944 | $30,672 |
| COLUMBIA BKG SYS INC (COLB) | $24,208 | $27,666 |
| GLACIER BANCORP INC (GBCI) | $27,553 | $25,734 |
| UMB FINL CORP (UMBF) | $30,896 | $26,487 |
| LIVANOVA PLC (LIVN) | $36,694 | $29,863 |
| AMN HEALTHCARE SERVICES (AHS) | $14,252 | $29,653 |
| AIR METHODS CORP (AIRM) | $17,317 | $17,191 |
| ALBANY MOLECULAR RESH INC (AMRI) | $38,715 | $42,618 |
| GREATBATCH INC (GB) | $30,244 | $27,668 |
| HEALTHSOUTH CORP (HLS) | $15,965 | $25,551 |
| MAXIMUS INC (MMS) | $19,781 | $26,831 |
| NATUS MEDICAL INC (BABY) | $28,315 | $34,596 |
| OWENS & MINOR INC (OMI) | $21,954 | $26,733 |
| ALBANY INTERNATIONAL CORP CL A (AIN) | $26,437 | $26,682 |
| BEACON ROOFING SUPPLY INC (BECN) | $28,668 | $32,779 |
| FTI CONSULTING INC (FCN) | $40,035 | $35,561 |
| KORN FERRY INTERNATIONAL (KFY) | $23,519 | $40,480 |
| STEELCASE INC (SCS) | $19,127 | $29,457 |
| TEAM HEALTH HOLDINGS INC (TMH) | $14,008 | $28,880 |
| TENNANT CO (TNC) | $20,946 | $27,455 |
| TETRA TECH INC NEW (TTEK) | $29,096 | $29,194 |
| ACXIOM CORP (ACXM) | $31,269 | $35,857 |
| ANALOGIC CORP NEW (ALOG) | $33,610 | $35,683 |
| BLACKHAWK NETWORK HLDGS INC COM (HAWK) | $26,634 | $45,713 |
| COHERENT INC (COHR) | $26,730 | $27,542 |
| CRAY INC (CRAY) | $31,701 | $31,184 |
| ELECTRONICS FOR IMAGING INC (EFII) | $8,534 | $27,857 |
| EPAM SYSTEMS INC (EPAM) | $19,030 | $34,514 |
| IXIA (XXIA) | $25,300 | $33,412 |
| IMAX CORP (IMAX) | $38,906 | $49,258 |
| INTEGRATED DEVICE TECHNOLOGY INC (IDTI) | $14,145 | $37,233 |
| NIC INC (EGOV) | $18,166 | $20,566 |
| NICE SYS LTD (NICE) | $19,960 | $32,157 |
| PEGASYSTEMS INC (PEGA) | $41,463 | $41,223 |
| PLANTRONICS INC NEW (PLT) | $20,869 | $24,753 |
| QUALITY SYSTEMS INC (QSII) | $17,369 | $18,377 |
| TASER INTL INC (TASR) | $30,281 | $22,045 |
| BALCHEM CORP CL B (BCPC) | $29,774 | $30,826 |
| MUELLER WATER PRODUCTS INC (MWA) | $26,113 | $26,032 |
| PTC INC (PTC) | $16,688 | $27,217 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,909,817 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,034,247 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA INVT DIMENSIONS GROUP | AT COST | $2,463,000 | $1,812,146 |
| FIRST EAGLE | AT COST | $2,876,620 | $2,851,385 |
| HARDING LOEVNER INTERNATIONAL | AT COST | $2,272,577 | $3,061,821 |
| LEGG MASON BW ABSOLUTE RETURN | AT COST | $2,476,298 | $2,156,114 |
| PIMCO COMMODITES REAL RETURN | AT COST | $5,975 | $3,379 |
| TEMPLETON GLOBAL | AT COST | $2,004,989 | $1,700,560 |
| VANGUARD INSTITUTIONAL INDEX FUND | AT COST | $5,272,276 | $9,593,957 |
| WELLS FARGO ADVANTAGE | AT COST | $2,399,673 | $2,124,870 |
| HARBOR INTERNATIONAL FUND | AT COST | $3,395,494 | $2,986,584 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $9 | $0 | $9 |
| DUES | $500 | $0 | $500 |
| INSURANCE | $3,892 | $0 | $3,892 |
| INTERNET | $375 | $0 | $375 |
| MISCELLANEOUS | $1,639 | $0 | $1,639 |
| OFFICE EXPENSE | $743 | $0 | $743 |
| PARKING | $1,459 | $0 | $1,459 |
| POSTAGE | $518 | $0 | $518 |
| REPAIRS AND MAINTENANCE | $142 | $0 | $142 |
| TELEPHONE | $1,564 | $0 | $1,564 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,018,690 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $14,647 | $14,647 | $0 |
| INVESTMENT CONSULTING FEES | $80,424 | $80,424 | $0 |
| OTHER PROFESSIONAL FEES | $678 | $678 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXS | CategoryTxt |
| Amt | $50,272 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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