DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201413179349100501
- Schema version
- 2013v3.1
- 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
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T05:32:25-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAPCO FINANCIAL SERVICES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Street Ste 2950 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212023298 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521489400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The David and Barbara B Hirschhorn | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4103477114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS One South St | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne A Patterson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Glock | PreparerPersonNm |
| PTIN | P00251373 | PTIN |
| Phone | 4103477120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,717,858 | 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 | $29,850 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,850 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $690,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $690,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $678,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,993,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $678,129 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $304,925 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$86,944 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,703,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,311,888 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $94,162 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $94,162 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,571 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,571 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $43,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,292 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | -$115 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,048 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,048 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $461 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $461 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $368 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,972 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $348,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185,014 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,170,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,170,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,519,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,355,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$815,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,203,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,562 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,180,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $776,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $776,734 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,033,959 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,637,042 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,941,124 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,229,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,413,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,717,858 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $38,229,328 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,413,776 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,229,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,413,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,229,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,413,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,229,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$815,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $37,413,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $37,413,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| VIA VII-VC - SHORT TERM | P | 2013-01-01 | 2013-12-31 | $23 | -$23 | -$23 | |
| VIA VII-VC - LONG TERM | P | 2001-01-01 | 2013-12-31 | $74 | -$74 | -$74 | |
| PEP V - Short Term | P | 2013-01-01 | 2013-12-31 | $72 | -$72 | -$72 | |
| PEP V - Long Term | P | 2001-01-01 | 2013-12-31 | $7,078 | -$7,078 | -$7,078 | |
| Mesirow - Short Term | P | 2013-01-01 | 2013-12-31 | $1,200 | $1,200 | $1,200 | |
| Mesirow - Long Term | P | 2001-01-01 | 2013-12-31 | $60,714 | $60,714 | $60,714 | |
| Prime Finance Partners II | P | 2001-01-01 | 2013-12-31 | $9,221 | $9,221 | $9,221 | |
| Axiom Asia - Short Term | P | 2013-01-01 | 2013-12-31 | $3 | $3 | $3 | |
| Axiom Asia LT Gain | P | 2001-01-01 | 2013-12-31 | $25,460 | $25,460 | $25,460 | |
| Perennial Real Estate - Short Term | P | 2013-01-01 | 2013-12-31 | $517 | -$517 | -$517 | |
| Perennial Real Estate - Long Term | P | 2001-01-01 | 2013-12-31 | $10,570 | $10,570 | $10,570 | |
| W Capital Partners | P | 2013-01-01 | 2013-12-31 | $6,542 | $6,542 | $6,542 | |
| MIRELF III EASTBRIDGE EXEMPTS | P | 2001-01-01 | 2013-12-31 | $622 | $622 | $622 | |
| Madison III - Long Term | P | 2001-01-01 | 2013-12-31 | $157 | $157 | $157 | |
| JPM #6008 - LTCG Distributions | P | 2001-01-01 | 2013-12-31 | $105,837 | $105,837 | $105,837 | |
| 9200 Vanguard Index Fds | P | 2012-12-17 | 2013-09-06 | $603,399 | $96,525 | $96,525 | $699,924 |
| 77981.651 PIMCO Total Return | P | 2001-01-01 | 2013-11-26 | $895,156 | -$45,156 | -$45,156 | $850,000 |
| 10177.858 Ridgeworth SEIX High Yield | P | 2013-01-01 | 2013-06-18 | $102,943 | $464 | $464 | $103,407 |
| Capital Group | P | 2001-01-01 | 2013-12-31 | $551,328 | $64,821 | $64,821 | $616,149 |
| DFA Dividend Reinvestment LT Gain | P | 2001-01-01 | 2013-12-31 | $16,697 | $16,697 | $16,697 | |
| Buffalo Small Cap | P | 2005-01-24 | 2013-07-15 | $579,244 | $208,011 | $208,011 | $787,255 |
| Dodge & Cox International Fund | P | 2011-07-15 | 2013-09-11 | $528,877 | $71,123 | $71,123 | $600,000 |
| Harbor Dd Real Return | P | 2011-07-15 | 2013-11-14 | $614,641 | -$39,641 | -$39,641 | $575,000 |
| Harbor Dd Real Return | P | 2011-07-15 | 2013-11-27 | $160,030 | -$10,030 | -$10,030 | $150,000 |
| Manning & Napier Fund | P | 2010-01-05 | 2013-09-11 | $559,137 | $40,863 | $40,863 | $600,000 |
| Pimco All Asset Fund | P | 2010-01-05 | 2013-09-11 | $698,713 | $28,287 | $28,287 | $727,000 |
| PIMCO Low Duration | P | 2005-05-11 | 2013-09-13 | $244,597 | $2,802 | $2,802 | $247,399 |
| PIMCO Low Duration | P | 2005-05-11 | 2013-02-26 | $528,613 | $21,387 | $21,387 | $550,000 |
| PIMCO Low Duration | P | 2005-05-11 | 2013-05-20 | $240,586 | $9,414 | $9,414 | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $678,129 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,437,811 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,914,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06430 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,620,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,491,358 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,812,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,659,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07275 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,197,901 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,619,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06349 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,464,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,075,511 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06472 | DistributionYr5Rt |
| Total Distribution | 0.33161 | TotalDistributionRt |
| Average Distribution | 0.06632 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,558,490 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,623,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,031 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,635,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,355,564 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,063 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,063 | SubtotalAmt |
| Tax Based On Investment Income | $24,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,886 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $42,886 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $18,808 | OverpaymentAmt |
| Applied To ES Tax | $18,808 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.blaufund.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sandra L Glock CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103477114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS One South St 2950 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212023298 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | See | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Attached | AddressLine1 |
| City | Statement | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | See attached | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Atapco Financial Services | |||||
| One South Street Ste 2950 | Baltimore | MD | 21202 | Acct, Tax & Invest | $73,000 |
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment Managemt | $55,702 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,001,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,159,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,160,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $40,160,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $602,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,558,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,977,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,977,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,063 | TotalTaxAmt |
| Distributable Before Adj | $1,953,862 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,953,862 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,953,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,355,564 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,355,564 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,355,564 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,953,862 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $578,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $547,042 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $783,611 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $659,019 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $587,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,156,489 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,355,564 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,953,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $401,702 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,558,191 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $578,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,979,337 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $547,042 | ExcessFromYear4Amt |
| Excess From Year3 | $783,611 | ExcessFromYear3Amt |
| Excess From Year2 | $659,019 | ExcessFromYear2Amt |
| Excess From Year1 | $587,963 | ExcessFromYear1Amt |
| Excess From Current Year | $401,702 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | See | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel B Hirschhorn | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG One South St Suite 2900 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103477201 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | This organization does not make gifts or grants to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | attached | AddressLine1 |
| City | statement | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(c) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Unrestricted Gift | GrantOrContributionPurposeTxt |
| Amt | $2,170,550 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,170,550 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | attached | AddressLine1 |
| City | statement | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(c) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Unrestricted Gift | GrantOrContributionPurposeTxt |
| Amt | $931,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $931,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,850 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $690,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $678,129 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Axiom Asia | 900000 | 18 | $55,549 | |
| FCPM EMERGING MARKETS | 900000 | 1 | -$16,693 | |
| Madison Int'l RE Fd III | 900000 | 18 | -$1,805 | |
| Mesirow Financial Private | 900000 | 18 | $161,666 | $519 |
| MIRELF III Australia | 900000 | 18 | -$10 | |
| MIRELF III Eastbridge | 900000 | 18 | -$85 | |
| PEP V | 900000 | 18 | $47,453 | -$3,072 |
| Perennial Real Estate Fd | 900000 | 18 | $97,164 | -$3,174 |
| Prime Finance II | 900000 | 18 | -$14,606 | |
| VIA VII-VA, LP | 900000 | 18 | -$6,589 | |
| W Capital Partners | 900000 | 18 | -$11,392 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,727 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,709,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,703,757 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | CategoryTxt |
| Amt | $73,000 | Amt |
| Net Investment Income | $29,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| Atapco Financial Services |
| Greycourt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Dues & Subscriptions | $23 | $23 | |
| Equipment Expense | $2,287 | $2,287 | |
| Equipment Maintenance | $380 | $380 | |
| Miscellaneous | $370 | $2 | $368 |
| Office Renovations | $1,616 | $1,616 | |
| Supplies | $282 | $282 | |
| Telephone | $257 | $257 | |
| Web Site Support | $125 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Axiom Asia | $55,549 | -$15,479 |
| FCPM EMERGING MARKETS | -$16,693 | -$1,289 |
| Madison Int'l RE Fd III | -$1,805 | -$1,790 |
| Mesirow Financial Private | $162,185 | -$33,267 |
| MIRELF III Australia | -$10 | -$10 |
| MIRELF III Eastbridge | -$85 | -$85 |
| PEP V | $44,381 | -$9,463 |
| Perennial Real Estate Fd | $93,990 | -$4,410 |
| Prime Finance II | -$14,606 | -$6,101 |
| VIA VII-VA, LP | -$6,589 | -$8,168 |
| W Capital Partners | -$11,392 | -$6,882 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Greycourt | $55,702 | $55,702 | $0 | $0 |
| Other | $23,590 | $23,590 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $55,000 | |
| Foreign Tax Paid | $200 | -$200 |
| State Tax W/h | $85 | $85 |
Comments