SHERMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHERMAN FAMILY FOUNDATION (EIN 52-6723302)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349101407
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:40:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331756852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & CO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCOCOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526723302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 3056040500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH EXETER STREET 1080 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY SHERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3056040500 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA RADOCAJ | PreparerPersonNm |
| PTIN | P01247490 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,064,763 | 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 |
| Interest On Sav Rev And Expnss | $2,395,766 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,395,766 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,458,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,458,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,147,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,529,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,147,269 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,859 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,859 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,023,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,023,024 | 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 | $240,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $240,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,955 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $132,547 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,844 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,933 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,049 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,792 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,792 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $819,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $686,844 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,758 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,243,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $706,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $298,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,984,201 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,984,201 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,227,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $706,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,282,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,204,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,316,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,189,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,192,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,192,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $66,365,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,318,175 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,098,766 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,714,309 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,967,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,967,720 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,227,332 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,805,575 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,805,575 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,496,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,284,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,064,763 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,893 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,893 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $87,476,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,272,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,476,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,272,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,496,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,284,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,476,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,204,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,272,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,272,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BLACKSTONE REAL ESTATE PARTNERS VII.F-NQ (AV-UH-17) | P | $637 | $637 | $637 | |
| BLACKSTONE REAL ESTATE PARTNERS VII.F-NQ (AV-UH-16) | P | $4,112 | $4,112 | $4,112 | |
| BLACKSTONE REAL ESTATE PARTNERS VII.F (AV-UH-10) | P | $11 | $11 | $11 | |
| BLACKSTONE REAL ESTATE PARTNERS X.F LP | P | $7,576 | $7,576 | $7,576 | |
| CAMDEN PARTNERS STRATEGIC FUND VI, LP | P | -$64,574 | -$64,574 | $64,574 | |
| CENTERBRIDGE SPECIAL CREDIT PARTNERS IV LP | P | $4,984 | $4,984 | $4,984 | |
| CYPRESS PERFORMANCE GROUP, LLC | P | $13,544 | $13,544 | $13,544 | |
| FIRSTMARK CAPITAL OF III | P | -$21,073 | -$21,073 | $21,073 | |
| SEVENTH CINVEN FUND (NO. 1) LP | P | $36,383 | $36,383 | $36,383 | |
| SHARPVUE CAPITAL OPPORTUNITY OP FUND LP | P | $4,801 | $4,801 | $4,801 | |
| JPM #2002 | P | $415,880 | $7,020 | $7,020 | $408,860 |
| JPM #2002 | P | $6,180,263 | $36,823 | $36,823 | $6,143,440 |
| CHARLES SCHWAB #5014 | P | $13,984,700 | $1,484 | $1,484 | $13,983,216 |
| CHARLES SCHWAB #5014 | P | $7,675,000 | $0 | $0 | $7,675,000 |
| SEVENTH CINVEN FUND (NO. 1) LP - CAPITAL ADJUSTMENT | P | -$81,781 | -$81,781 | $81,781 | |
| STRATEGIC PARTNERS FUND V, LP - CAPITAL ADJUSTMENT | P | -$4,780 | -$4,780 | $4,780 | |
| CAPITAL GAINS DIVIDENDS | P | $2,202,102 | $2,202,102 | $2,202,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,147,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,897 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,897 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,600 | EsPenaltyAmt |
| Overpayment | $84,503 | OverpaymentAmt |
| Applied To ES Tax | $84,503 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETSY SHERMAN | IndividualWithBooksNm |
| Phone | 3056040500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH EXETER STREET SUITE 1080 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| BETSY SHERMAN | ||||||||
| 650 SOUTH EXETER STREET SUITE 1080 | BALTIMORE | MD | 21202 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| DAVID SHERMAN | ||||||||
| 650 SOUTH EXETER STREET SUITE 1080 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL SHERMAN | ||||||||
| 650 SOUTH EXETER STREET SUITE 1080 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JONATHAN SHERMAN | ||||||||
| 650 SOUTH EXETER STREET SUITE 1080 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MATTHEW SHERMAN | ||||||||
| 650 SOUTH EXETER STREET SUITE 1080 | BALTIMORE | MD | 21202 | TRUSTEE | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA MICHAEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2238 LAKE AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $240,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $87,235,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,768,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,003,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,003,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,455,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,548,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,777,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,777,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,897 | TotalTaxAmt |
| Distributable Before Adj | $4,703,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,703,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,703,523 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,282,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,282,639 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,703,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,785,315 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,699,134 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,383,591 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,740,323 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,455,873 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,064,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,282,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,703,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,579,116 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,643,352 | 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 | $1,785,315 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,858,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,699,134 | ExcessFromYear4Amt |
| Excess From Year3 | $2,383,591 | ExcessFromYear3Amt |
| Excess From Year2 | $7,740,323 | ExcessFromYear2Amt |
| Excess From Year1 | $14,455,873 | ExcessFromYear1Amt |
| Excess From Current Year | $14,579,116 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BETSY SHERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF MARYLAND INC | |||||||
| 3600 CLIPPER MILL RD 350 | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| ADELANTE LATINA INC | |||||||
| 2907 W STRATHMORE AVE | BALTIMORE | MD | 21209 | N/A | PUBLIC | GENERAL OPERATIONS | $20,000 |
| ADRIENE ARSHT CENTER FOR THE PERFORMING ARTS | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 311 W 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| ART WITH A HEART INC | |||||||
| 3000 FALLS ROAD MILL NO 1 | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| ARTS FOR LEARNING MARYLAND INC | |||||||
| 21 E NORTH AVE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $75,000 |
| B360 | |||||||
| PO BOX 67052 | BALTIMORE | MD | 21215 | N/A | PUBLIC | GENERAL OPERATIONS | $75,000 |
| BALTIMORE ABORTION FUND | |||||||
| 822 GUILFORD AVENUE 1864 | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $150,000 |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC | |||||||
| 301 STOCKHOLM STREET | BALTIMORE | MD | 21230 | N/A | PUBLIC | GENERAL OPERATIONS | $115,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 11 E MOUNT ROYAL AVE 2ND FLOOR | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $365,000 |
| BALTIMORE DESIGN SCHOOL | |||||||
| 1500 BARCLAY STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| BALTIMORE HUMANE SOCIETY | |||||||
| 1601 NICODEMUS RD | REISTERTOWN | MD | 21136 | N/A | PUBLIC | GENERAL OPERATIONS | $40,000 |
| BALTIMORE MUSEUM OF ARTS | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $65,000 |
| BALTIMORE MUSEUM OF INDUSTRY INC | |||||||
| 1415 KEY HIGHWAY | BALTIMORE | MD | 21230 | N/A | PUBLIC | GENERAL OPERATIONS | $15,000 |
| BALTIMORE OUTREACH SERVICES INC | |||||||
| 701 S CHARLES ST | BALTIMORE | MD | 21230 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL OPERATIONS | $60,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL OPERATIONS | $1,350,000 |
| BAY CHAMBER CONCERTS & MUSIC SCHOOL | |||||||
| 18 CENTRAL ST | ROCKPORT | ME | 04856 | N/A | PUBLIC | GENERAL OPERATIONS | $12,000 |
| BERKELEY CARROLL SCHOOL | |||||||
| 181 LINCOLN PL | BROOKLYN | NY | 11217 | N/A | PUBLIC | GENERAL OPERATIONS | $6,172 |
| BIRTHDAY BOOKS PROJECT INC | |||||||
| 7161 HARP STRING | COLUMBIA | MD | 21045 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| BMORE EMPOWERED INC | |||||||
| 636 N GILMORE STREET | BALTIMORE | MD | 21217 | N/A | PUBLIC | GENERAL OPERATIONS | $45,000 |
| BOYS AND GIRLS CLUB OF METRO BALTIMORE | |||||||
| 1201 S SHARP ST 302 | BALTIMORE | MD | 21230 | N/A | PUBLIC | GENERAL OPERATIONS | $400,000 |
| BRANDEIS UNIVERSITY | |||||||
| PO BOX 9110 | WALTHAM | MA | 024549110 | N/A | PUBLIC | ROSE ART MUSEUM | $5,000 |
| BRIDGES BALTIMORE | |||||||
| 540 E BELVEDERE AVENUE SUITE 201 | BALTIMORE | MD | 21212 | N/A | PUBLIC | GENERAL OPERATIONS | $125,000 |
| BROOKLYN INSTITUTE OF ART | |||||||
| 600 KINGSTON AVE | BROOKLYN | NY | 11203 | N/A | PUBLIC | GENERAL OPERATIONS | $80,000 |
| CENTER FOR MAINE CONTEMPORARY ART | |||||||
| PO BOX 1767 | ROCKLAND | ME | 04841 | N/A | PUBLIC | GENERAL OPERATIONS | $40,000 |
| CENTER FOR URBAN FAMILIES INC | |||||||
| 3002 DRUID PARK DRIVE | BALTIMORE | MD | 21215 | N/A | PUBLIC | GENERAL OPERATIONS | $2,325,000 |
| CHAPTER ONE NFP | |||||||
| 13553 STATE ROAD 54 SUITE 50 | ODESSA | FL | 33556 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| CHARM CITY CULTURAL CULTIVATION INC | |||||||
| 354 MAMARONECK ROAD | SCARSDALE | NY | 10583 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| CHERRY HILL STRONG | |||||||
| 606 CHERRY HILL RD | BALTIMORE | MD | 21225 | N/A | PUBLIC | GENERAL OPERATIONS | $300,000 |
| CHILDREN STRIVING TOGETHER | |||||||
| 850 NORTH CENTER AVENUE APT 5L | ONTARIO | CA | 91764 | N/A | PUBLIC | GENERAL OPERATIONS | $1,500 |
| CHILDREN'S BEACH HOUSE | |||||||
| 100 W 10TH STREET 411 | WILMINGTON | DE | 198011674 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| CHURCH OF THE HOLY TRINITY | |||||||
| 2300 W LAFAYETTE AVE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| CITY NEIGHBORS CHARTER SCHOOL INC | |||||||
| 4301 RASPE AVE | BALTIMORE | MD | 21206 | N/A | PUBLIC | GENERAL OPERATIONS | $15,000 |
| COLLEGEBOUND FOUNDATION | |||||||
| 2601 N HOWARD STREET SUITE 210 | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $26,500 |
| COMMUNITY MEDIATION PROGRAM INC | |||||||
| 3333 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| CREATIVE VISIONS FOUNDATION | |||||||
| 18820 PACIFIC COAST HIGHWAY STE 201 | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 212312729 | N/A | PUBLIC | GENERAL OPERATIONS | $75,000 |
| FAMILY LEAGUE OF BALTIMORE | |||||||
| 2305 N CHARLES STREET SUITE 200 | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $100,000 |
| FAMILY TREE THE | |||||||
| 2108 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $390,000 |
| FLIGHT-PATH | |||||||
| 4011 SOUTH 176TH CIRCLE | OMAHA | NE | 68130 | N/A | PUBLIC | GENERAL OPERATIONS | $6,300 |
| FOUNDATION FOR BLSYW | |||||||
| 128 W FRANKLIN STREET | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL OPERATIONS | $125,000 |
| FRACTURED ATLAS INC | |||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| FRIENDS OF WLRN | |||||||
| 172 NE 15TH STREET | MIAMI | FL | 33132 | N/A | PUBLIC | GENERAL OPERATIONS | $20,000 |
| FROST SCHOOL OF MUSIC | |||||||
| 1314 MILLER DR | CORAL GABLES | FL | 33146 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL OPERATIONS | $740,000 |
| HIGHER ACHIEVEMENT | |||||||
| 1100 WICOMICO ST SUITE 333 | BALTIMORE | MD | 21230 | N/A | PUBLIC | GENERAL OPERATIONS | $60,000 |
| HOLLYWOOD SCHOOLHOUSE INC | |||||||
| 1223 NORTH MCCADDEN PLACE | LOS ANGELES | CA | 90038 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| IMPROVING EDUCATION | |||||||
| 1100 N CHESTER ST | BALTIMORE | MD | 21213 | N/A | PUBLIC | GENERAL OPERATIONS | $100,000 |
| INFANT MENTAL HEALTH ASSOCIATION OF MARYLAND & DC INC | |||||||
| PO BOX 10465 | BALTIMORE | MD | 21209 | N/A | PUBLIC | GENERAL OPERATIONS | $20,000 |
| INGENUITY PROJECT | |||||||
| 1400 W COLD SPRING LN | BALTIMORE | MD | 21209 | N/A | PUBLIC | GENERAL OPERATIONS | $75,000 |
| JEREMIAH PROGRAM | |||||||
| 729 N WASHINGTON AVE 600 | MINNEAPOLIS | MN | 55401 | N/A | PUBLIC | GENERAL OPERATIONS | $45,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 6225 SMITH AVENUE SUITE 100-B | BALTIMORE | MD | 21209 | N/A | PUBLIC | GENERAL OPERATIONS | $30,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND INC | |||||||
| 1725 TWIN SPRING RD | BALTIMORE | MD | 21227 | N/A | PUBLIC | GENERAL OPERATIONS | $15,000 |
| KIPP 3D ACADEMY | |||||||
| 500 TIDWELL RD | HOUSTON | TX | 77022 | N/A | PUBLIC | GENERAL OPERATIONS | $175,000 |
| LIVING CLASSROOMS FOUNDATION | |||||||
| 1417 THAMES STREET | BALTIMORE | MD | 21231 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| LOS ANGELES NOMADIC DIVISION | |||||||
| 2021 W JEFFERSON BOULEVARD | LOS ANGELES | CA | 90018 | N/A | PUBLIC | GENERAL OPERATIONS | $40,000 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND 201 | TOPSHAM | ME | 04086 | N/A | PUBLIC | GENERAL OPERATIONS | $150,000 |
| MAINE HEALTH | |||||||
| 146 CAPITOL STREET | AUGUSTA | ME | 04330 | N/A | PUBLIC | GENERAL OPERATIONS | $200,000 |
| MAINE PUBLIC | |||||||
| 1450 LISBON STREET | LEWISTON | ME | 04240 | N/A | PUBLIC | GENERAL OPERATIONS | $250,000 |
| MARIPOSA EDUCATION | |||||||
| 5911 YORK RD 100 | BALTIMORE | MD | 21212 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| MARYLAND FAMILY NETWORK | |||||||
| 1001 EASTERN AVE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $250,000 |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS | BALTIMORE | MD | 21227 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| MARYLAND READS | |||||||
| 9902 HILLRIDGE DR | KENSINGTON | MD | 20895 | N/A | PUBLIC | GENERAL OPERATIONS | $80,000 |
| MARYLAND SPCA | |||||||
| 3300 FALLS ROAD | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| MARYLAND STATE CHILD CARE ASSOC | |||||||
| 2810 CARROLLTON RD | ANNAPOLIS | MD | 21403 | N/A | PUBLIC | GENERAL OPERATIONS | $30,000 |
| MARYLAND STATE FAMILY CHILD CARE ASSOCIATION INC | |||||||
| 10612 HARPOON HILL | COLUMBIA | MD | 21044 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| MD PHILANTHROPHY NETWORK | |||||||
| 1600 W 41ST ST 700 | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $22,070 |
| MEALS ON WHEELS | |||||||
| 515 SOUTH HAVEN STREET | BALTIMORE | MD | 21224 | N/A | PUBLIC | GENERAL OPERATIONS | $20,000 |
| MEDSTAR HARBOR HOSPITAL | |||||||
| 3001 S HANOVER ST | BALTIMORE | MD | 21225 | N/A | PUBLIC | GENERAL OPERATIONS | $150,000 |
| MID-COAST RECREATION CENTER INC | |||||||
| 535 WEST STREET | ROCKPORT | ME | 04856 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| MPT FOUNDATION INC | |||||||
| 11767 OWINGS MILLS BLVD 2 | OWINGS MILLS | MD | 21117 | N/A | PUBLIC | GENERAL OPERATIONS | $525,000 |
| MT WASHINGTON PEDIATRIC HOSPITAL | |||||||
| 1708 W ROGERS AVE | BALTIMORE | MD | 21209 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| MUSEUM OF ART OGUNQUIT DBA OGUNQUIT MUSEUM OF ART | |||||||
| PO BOX 815 SHORE ROAD | OGUNQUIT | ME | 03907 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| NEW ORLEANS BULLDOG RESCUE | |||||||
| PO BOX 1844 | KENNER | LA | 70063 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| NEW YORK FDN FOR THE ARTS | |||||||
| 29 W 38TH ST 9TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| NEXT ONE UP FOUNDATION INC | |||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| OXFAM AMERICA | |||||||
| 77 N WASHINGTON ST 500 | BOSTON | MA | 02114 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| PARENTCHILD INC | |||||||
| 242 WEST 30TH STREET 1100 | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL OPERATIONS | $80,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| PARKS & PEOPLE FOUNDATION | |||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $110,000 |
| PLANNED PARENTHOOD | |||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL OPERATIONS | $100,000 |
| POINT SOURCE YOUTH | |||||||
| 215 PARK AVE S 11TH FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL OPERATIONS | $500,000 |
| REBUILD BALTIMORE METRO | |||||||
| 1129 N CAROLINE ST | BALTIMORE | MD | 21213 | N/A | PUBLIC | GENERAL OPERATIONS | $100,000 |
| ROLAND PARK COMMUNITY FOUNDATION | |||||||
| 5115B ROLAND AVENUE | BALTIMORE | MD | 21210 | N/A | PUBLIC | GENERAL OPERATIONS | $500,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL OPERATIONS | $10,300 |
| SHAREBABY INC | |||||||
| 1792 UNION AVE | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $75,000 |
| SPRINGBOARD COLLABORATIVE | |||||||
| 2 PENN CENTER 1500 JFK BLVD 1160 | PHILADELPHIA | PA | 19102 | N/A | PUBLIC | GENERAL OPERATIONS | $150,000 |
| SYLVIA-NUNN ANGELS | |||||||
| 200 N LONG BEACH BLVD | COMPTON | CA | 90221 | N/A | PUBLIC | GENERAL OPERATIONS | $2,500 |
| TACO JITSU INC | |||||||
| 824 CEDARCROFT RD | BALTIMORE | MD | 21212 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| TEACH FOR AMERICA BALTIMORE | |||||||
| 2601 N HOWARD ST SUITE 300 | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $500,000 |
| TEENS WITH TRAUMA INC | |||||||
| 14511 VENTRY FARM COURT | SPARKS | MD | 21152 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| THE BALTIMORE CHILDRENS MUSEUM INC | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $250,000 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| THE HIGHLAND PROJECT INC | |||||||
| 71 W 85TH ST APT 1A | NEW YORK | NY | 10024 | N/A | PUBLIC | GENERAL OPERATIONS | $10,000 |
| THE LINKS FOUNDATION INCORPORATED | |||||||
| 1200 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL OPERATIONS | $25,000 |
| THE MARYLAND BOOK BANK INC | |||||||
| 1794 UNION AVE | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $40,000 |
| THE TAKI ALSOP CONDUCTING FELLOWSHIP INC | |||||||
| PO BOX 4725 | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL OPERATIONS | $250,000 |
| THE WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC | |||||||
| 356 MAIN STREET | ROCKLAND | ME | 04841 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| THE Y OF CENTRAL MARYLAND INC | |||||||
| 303 W CHESAPEAK AVE | BALTIMORE | MD | 21204 | N/A | PUBLIC | GENERAL OPERSTIONS | $1,000,000 |
| THREAD | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | N/A | PUBLIC | GENERAL OPERATIONS | $300,000 |
| UMBCUNIVERSITY SYSTEM OF MARYLAND FOUNDATION INC | |||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | N/A | PUBLIC | GENERAL OPERATIONS | $2,900,000 |
| UNICEF | |||||||
| 1775 K ST NW 360 | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL OPERATIONS | $31,359 |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| PO BOX 1576 | BALTIMORE | MD | 21203 | N/A | PUBLIC | GENERAL OPERATIONS | $510,000 |
| UNIVERSITY OF MD BALTIMORE FDN | |||||||
| 220 ARCH ST 13TH FLOOR | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL OPERATIONS | $500,000 |
| UPSURGE BALTIMORE | |||||||
| 1501 ST PAUL ST 130 | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $250,000 |
| US BIENNIAL INC DBA PROSPECT NEW ORLEANS | |||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | N/A | PUBLIC | GENERAL OPERATIONS | $20,000 |
| VENETOULIS INSTITUTE FOR LOCAL JOURNALISM | |||||||
| 621 E PRATT ST SUITE 401 | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL OPERATIONS | $150,000 |
| VINEGAR HILL FOOD PANTRY | |||||||
| 196 WYCKOFF STREET | BROOKLYN | NY | 11217 | N/A | PUBLIC | GENERAL OPERATIONS | $500 |
| WALLKILL VALLEY LAND TRUST | |||||||
| 64 HUGUENOT ST | NEW PALTZ | NY | 12561 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| WE WILL ALL RISE INC | |||||||
| PO BOX 24617 | BALTIMORE | MD | 21214 | N/A | PUBLIC | GENERAL OPERATIONS | $120,000 |
| WEEKEND BACKPACKS | |||||||
| PO BOX 21486 | BALTIMORE | MD | 21282 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| WIDE ANGLE YOUTH MEDIA | |||||||
| 2601 N HOWARD ST STE 160 | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $55,000 |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | |||||||
| PO BOX 5160 | CRESAPTOWN | MD | 21505 | N/A | PUBLIC | GENERAL OPERATIONS | $100,000 |
| WORLD FOOD PROGRAM USA | |||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL OPERATIONS | $35,000 |
| WYPR RADIO | |||||||
| 2216 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL OPERATIONS | $50,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | N/A | PUBLIC | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,984,201 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,395,766 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,458,130 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,147,269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,023,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,023,024 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $36,955 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,955 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $55,318,175 | EOYBookValueAmt |
| EOYFMV | $66,098,766 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE REAL ESTATE PARTNERS VII | FMV | $783,501 | $783,501 |
| BLACKSTONE SENIOR DIRECT LENDING FEEDER FUND LP - SERIES I-UNLEVERED | FMV | $303,218 | $303,218 |
| CAMDEN PARTNERS STRATEGIC FUND VI LP | FMV | $853,442 | $853,442 |
| CENTERBRIDGE SPECIAL CREDIT PARTNERS IV LP | FMV | $2,283,733 | $2,283,733 |
| CYPRESS PERFORMANCE GROUP LLC | FMV | $64,576 | $64,576 |
| FIRSTMARK CAPITAL OF III LP | FMV | $851,082 | $851,082 |
| FIRSTMARK CAPITAL OF IV LP | FMV | $218,139 | $218,139 |
| FP CREDIT PARTNERS II AGGREGATOR-A LP | FMV | $1,111,758 | $1,111,758 |
| SEVENTH CINVEN FUND (NO. 1) LP | FMV | $855,539 | $855,539 |
| SHARPVUE CAPITAL OPPORTUNITY QP FUND LP | FMV | $388,747 | $388,747 |
| STRATEGIC PARTNERS RE VIII FEEDER | FMV | $311,466 | $311,466 |
| BLACKSTONE SENIOR DIRECT LENDING FEEDER FUND AIV LP - SERIES I-AIV I | FMV | $50,564 | $50,564 |
| BXD SERIES PROGRAM I-ST (CYM) LP | FMV | $871,083 | $871,083 |
| EIGTH CINVEN FUND NO. 2 LIMITED PARTNERSHIP | FMV | $251,241 | $251,241 |
| THE RESOLUTE FUND VI LP | FMV | $769,631 | $769,631 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REINVESTMENT/LOAN RECEIVABLE | $3,037,848 | $2,494,498 | $2,494,498 |
| INVESTMENT DISTRIBUTION RECEIVABLE | $189,484 | $261,077 | $261,077 |
| FUND FOR EDUCATIONAL EXCELLENCE RECEIVABLE | $0 | $50,000 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (30 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $32,492 | $32,492 | $0 |
| BANK FEES | $560 | $0 | $0 |
| BUSINESS MEALS | $2,416 | $0 | $2,416 |
| WORKERS COMP | $396 | $0 | $396 |
| IT SERVICES | $225 | $225 | $0 |
| PAYROLL PROCESSING FEES | $1,946 | $0 | $1,946 |
| BLACKSTONE REAL ESTATE PARTNERS VII.F | $346 | $346 | $0 |
| BLACKSTONE REAL ESTATE PARTNERS X.F (AV-MH.3) LP | $20,216 | $19,323 | $0 |
| BLACKSTONE REAL ESTATE PARTNERS X.F LP | $13,653 | $14,692 | $0 |
| BLACKSTONE REAL ESTATE PARTNERS X.TE-F (OFFSHORE) | $11,188 | $11,868 | $0 |
| CAMDEN PARTNERS STRATEGIC FUND VI, LP | $23,731 | $23,731 | $0 |
| CENTERBRIDGE SPECIAL CREDIT PARTNERS IV LP | $32,908 | $23,150 | $0 |
| CYPRESS PERFORMANCE GROUP, LLC | $2,248 | $93 | $0 |
| FIRSTMARK CAPITAL OF III | $20,867 | $20,867 | $0 |
| SEVENTH CINVEN FUND (NO 1) LP | $4,376 | $4,376 | $0 |
| SHARPVUE CAPITAL OPPORTUNITY OP FUND LP | $8,350 | $8,350 | $0 |
| STRATEGIC PARTNERS FUND V, LP | $105 | $105 | $0 |
| MISC EXPENSE | $12 | $0 | $0 |
| BLACKSTONE REAL ESTATE PARTNERS X.F (AV-MH.1) LP | $53,945 | $15,772 | $0 |
| FIRSTMARK CAPITAL OF IV | $41,020 | $41,020 | $0 |
| FELLOWSHIP STIPENDS | $6,000 | $0 | $0 |
| PARKING | $720 | $0 | $0 |
| VIRTUAL ASSISTANT | $49,250 | $0 | $0 |
| MANAGEMENT FEES | $386,721 | $386,721 | $0 |
| BLACKSTONE SENIOR DIRECT LENDING FEEDER FUND - SERIES I-UNLEVERED | $199 | $199 | $0 |
| BLACKSTONE SENIOR DIRECT LENDING FEEDER FUND AIV LP - SERIES I-AIV-I | $86 | $86 | $0 |
| FP CREDIT PARTNERS II AGGREGATOR - A, LP | $22 | $22 | $0 |
| STRATEGIC PARTNERS RE VIII FEEDER O - 3 LP | $88 | $88 | $0 |
| THE RESOLUTE FUND VI | $104,286 | $83,318 | $0 |
| SHIPPING | $1,330 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BREP VII ALBERTA FEEDER (OFFSHORE) F-NQ LP | $249 | $249 | $249 |
| BLACKSTONE RE PARTNERS X. TE-F (OFFSHORE) (CAN) LP | $39 | $39 | $39 |
| MISCELLANEOUS INCOME | $7,869 | $7,869 | $7,869 |
| BLACKSTONE SENIOR DIRECT LENDING FEEDER FUND - SERIES I-UNLEVERED | $13,702 | $13,702 | $13,702 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BARCS ANIMAL SHELTER PAYABLE | $20,000 | $0 |
| CHARITABLE CONTRIBUTIONS PAYABLE | $0 | $11,673 |
| CREDIT CARD PAYABLE | $0 | $220 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $132,429 | $19,726 | $13,933 |
| CENTERBRIDGE SPECIAL CREDIT PARTNERS IV LP - FOREIGN TAXES | $37 | $37 | $0 |
| BLACKSTONE REAL ESTATE PARTNERS X.TE-F (OFFSHORE) (CAN) LP - FOREIGN TAXES | $81 | $81 | $0 |
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