JOSEPH MEYERHOFF FUND INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH MEYERHOFF FUND INC (EIN 52-6035997)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201413179349101011
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T13:14:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | 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 | 526035997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH MEYERHOFF FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 4107273200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH STREET NO 1000 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MISTY GIBSON | PersonNm |
| Person Title | ASST SECRETARY | PersonTitleTxt |
| Phone | 4107273200 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $79,180,657 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $857,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $857,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $624,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,200,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $624,040 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $416,974 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $416,974 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,898,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,898,889 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $113,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,867 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $77,603 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,044 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,761 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,283 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,187 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,550 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,637 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,430 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,108 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $314,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $314,865 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $285 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $285 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,659 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $262,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $153,722 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $108,960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $875,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $575,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,573,209 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,573,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,448,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $575,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,783,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,549,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,323,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,885 | CashBOYAmt |
| Cash EOY | $255,060 | CashEOYAmt |
| Cash EOYFMV | $255,060 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,899,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,281,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,281,553 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $29,299 | AcctRcvblAmt |
| Acct Rcvbl BOY | $29,239 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $29,299 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $29,299 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,460,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,699,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,270,092 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $125,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $125,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $125,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $38,652,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,288,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,219,653 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $56,228,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,679,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,180,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $56,228,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,679,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,228,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,679,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,228,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,679,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,228,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,549,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,679,047 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,679,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| 25307 PARTNERSHIP - SHORT TERM | P | 2013-12-31 | $83,576 | -$83,576 | -$83,576 | |
| 25307 PARTNERSHIP - LONG TERM | P | 2013-12-31 | $151,945 | $151,945 | $151,945 | |
| 27001 PARTNERSHIP - LONG TERM | P | 2013-12-31 | $663 | $663 | $663 | |
| 25310 PARTNERSHIP - STRALEM - SHORT TERM | P | 2013-12-31 | $59,082 | $59,082 | $59,082 | |
| 25310 PARTNERSHIP - STRALEM - LONG TERM | P | 2013-12-31 | $874,965 | $874,965 | $874,965 | |
| 25310 PARTNERSHIP - STRALEM - LONG TERM DISTRIBUTIONS IN EXCESS | P | 2013-12-31 | $15,505 | $15,505 | $15,505 | |
| 27004 PARTNERSHIP - DISCIPLINED - LONG TERM | P | 2013-12-31 | $98,160 | $98,160 | $98,160 | |
| M&T - LONG TERM | P | 2013-12-31 | $492,704 | -$492,704 | -$492,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $624,040 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,016,395 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,893,186 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045093 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,987,732 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $66,158,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045160 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,080,441 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $66,704,512 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046180 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,940,765 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $60,383,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048701 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,655,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $72,433,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050465 | DistributionYr5Rt |
| Total Distribution | 0.235599 | TotalDistributionRt |
| Average Distribution | 0.047120 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,548,652 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,465,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,238 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,478,850 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,783,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $80,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $155,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $224 | EsPenaltyAmt |
| Overpayment | $128,301 | OverpaymentAmt |
| Applied To ES Tax | $80,000 | AppliedToESTaxAmt |
| Refund | $48,301 | 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 | DONNA FINDLAY | IndividualWithBooksNm |
| Phone | 4107273200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH STREET SUITE 1000 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JILL M HIERONIMUS | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ELIZABETH MINKIN | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | ASST. VICE PRESIDENT | 25.00 | $52,530 | $0 | $3,329 |
| TERRY M RUBENSTEIN | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | V.P. & SECRETARY | 2.00 | $5,500 | $1,200 | $707 |
| JOSEPH MEYERHOFF II | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | V.P. & TREASURER | 3.00 | $10,000 | $0 | $0 |
| MISTY GIBSON | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | ASST. SECRETARY | 20.00 | $37,040 | $599 | $3,668 |
| PHIL HUBER | ||||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | ASST. TREASURER | 2.00 | $8,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,869,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,799,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,668,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,668,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,120,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,548,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,677,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,677,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,475 | TotalTaxAmt |
| Distributable Before Adj | $3,650,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,650,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,650,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,783,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,783,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,783,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,650,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $517,537 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,783,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $517,537 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,266,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,384,695 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| MISTY GIBSON | |||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | 4107273200 | LETTER OF INQUIRY/ GRANT APPLICATION/ GRANT REQUEST SUMMARY TO INCLUDE: DESCRIPTION OF INSTITUTION (OVERVIEW, MISSION STATEMENT, POPULATION SERVED), DESCRIPTION OF PROGRAM, FINANCIAL INFORMATION (BUDGET, SOURCES OF FUNDS, MAJOR CONTRIBUTIONS AND AMOUNTS, FINANCIAL STATEMENTS, ETC.). EVIDENCE OF 501C(3) STATUS AND LIST OF TRUSTEES/BOARD MEMBERS AND OCCUPATIONS. | NONE | NONE |
| TERRY RUBENSTEIN | |||||||
| 1 SOUTH STREET SUITE 1000 | BALTIMORE | MD | 21202 | 4107273200 | LETTER OF INQUIRY/ GRANT APPLICATION/ GRANT REQUEST SUMMARY TO INCLUDE: DESCRIPTION OF INSTITUTION (OVERVIEW, MISSION STATEMENT, POPULATION SERVED), DESCRIPTION OF PROGRAM, FINANCIAL INFORMATION (BUDGET, SOURCES OF FUNDS, MAJOR CONTRIBUTIONS AND AMOUNTS, FINANCIAL STATEMENTS, ETC.). EVIDENCE OF 501C(3) STATUS AND LIST OF TRUSTEES/BOARD MEMBERS AND OCCUPATIONS. | NONE | NONE |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACHARAI THE SHOSHANA S CARDIN LEADERSHIP DEVELOPMENT INSTITUTE | ||||||||
| 5806 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| ADVANCING WOMEN PROFESSIONALS AND THE JEWISH COMMUNITY INC | ||||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| ALLIANCE FOR MIDDLE EAST PEACE (ALLMEP) | ||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| AMERICA ISRAEL CULTURAL FOUNDATION INC | ||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY OF THE NEGEV 1000 | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $125,000 | FLOOR |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY OF THE NEGEV | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $25,000 | FLOOR |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | ||||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| AMERICAN FRIENDS OF MELITZ CENTER FOR JEWISH EDUCATION | ||||||||
| 5708 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PUBLIC | UNRESTRICTED | $33,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||
| 1 BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 711 THIRD AVENUE - 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 100187904 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| AMERICAN PARDES FOUNDATION INC | ||||||||
| 5 WEST 37TH STREET 802 | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| AMERICAN TECHNION SOCIETY | ||||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| AMERICAN-ISRAELI COOPERATIVE ENTERPRISE (AICE) | ||||||||
| 2810 BLAINE DRIVE | CHEVY CHASE | MD | 20815 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| ARCHDIOCESE OF BALTIMORE | ||||||||
| 320 CATHEDRAL STREET 4TH FLOOR | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $9,500 | |
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | ||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $2,000 | |
| BACH CONCERT SERIES | ||||||||
| 701 S CHARLES ST | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BALTIMORE AREA REFORM JEWISH EDUCATIONAL CORPORATION | ||||||||
| 909 BERRYMANS LANE | REISTERSTOWN | MD | 21136 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| BALTIMORE CITY FOUNDATION | ||||||||
| 10 NORTH CALVERT STREET SUITE 915 | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 EAST READ STREET 9 | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| BALTIMORE COUNCIL ON FOREIGN AFFAIRS WORLD TRADE CENTER | ||||||||
| 401 EAST PRATT STREET SUITE 1611 | BALTIMORE | MD | 212023006 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BALTIMORE CURRICULUM PROJECT INC | ||||||||
| 2707 E FAYETTE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 212183898 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| BALTIMORE OFFICE OF PROMOTION AND THE ARTS | ||||||||
| 10 E BALTIMORE STREET 10TH FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | ||||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $240,000 | |
| BENT ON LEARNING | ||||||||
| BOL BENEFIT OFFICE 377 5TH ST | BROOKLYN | NY | 11215 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| BETH EL CONGREGATION | ||||||||
| 8101 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21208 | NONE | PUBLIC | UNRESTRICTED | $5,000 | |
| BEYOND PESTICIDES | ||||||||
| 701 E STREET SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| B'NAI B'RITH YOUTH ORGANIZATION | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| CAPE COD CHILD DEVELOPMENT PROGRAM | ||||||||
| 83 PEARL STREET | HYANNIS | MA | 02601 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| CENTER STAGE | ||||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 212023686 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| CITIZEN SCHOOLS | ||||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| CITY NEIGHBORS FOUNDATION | ||||||||
| 4301 RASPE AVE | BALTIMORE | MD | 21206 | NONE | PUBLIC | UNRESTRICTED | $3,750 | |
| CIVIC WORKS | ||||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| CLAL - THE NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP | ||||||||
| 440 PARK AVENUE SOUTH 4TH FLOOR | NEW YORK | NY | 100168012 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| COMMUNITY CONFERENCING CENTER | ||||||||
| 1500 UNION AVE SUITE 2700 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $45,000 | |
| COUNCIL OF AMERICAN JEWISH MUSEUMS | ||||||||
| P O BOX 12025 C/O INSTITUTE FOR | JACKSON | MS | 392362025 | NONE | PUBLIC | UNRESTRICTED | $5,000 | SOUTHERN JEWISH LIFE |
| DOWNTOWN BALTIMORE FAMILY ALLIANCE | ||||||||
| PO BOX 38917 | BALTIMORE | MD | 21231 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| EVERGREEN HEALTH COOPERATIVE | ||||||||
| 3000 FALLS ROAD SUITE 1 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| EVERYMAN THEATRE | ||||||||
| 315 W FAYETTE STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| FEDERATION OF JEWISH MEN'S CLUBS INC | ||||||||
| 475 RIVERSIDE DRIVE SUITE 832 | NEW YORK | NY | 101150022 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| FELLS POINT CREATIVE ALLIANCE INC | ||||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| FJC | ||||||||
| 520 EIGHTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $17,500 | |
| FOUNDATION FOR JEWISH CAMPUS LIFE (HILLEL) | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 200013724 | NONE | PUBLIC | UNRESTRICTED | $22,000 | |
| FOUNDATION FOR JEWISH CULTURE | ||||||||
| PO BOX 489 | NEW YORK | NY | 10113 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| FOUNDATION FOR MORRISTOWN MEMORIAL HEALTH | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PUBLIC | UNRESTRICTED | $43,952 | |
| FRIENDS OF INTERFAITH ENCOUNTER ASSOCIATION INC | ||||||||
| 832 LATHROP AVE | FOREST PARK | IL | 601302039 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| FRIENDS OF PATTERSON PARK | ||||||||
| 27 SOUTH PATTERSON PARK AVENUE | BALTIMORE | MD | 21231 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $40,000 | |
| GESTALT INTERNATIONAL STUDY CENTER | ||||||||
| PO BOX 515 | SOUTH WELLFLEET | MA | 02663 | NONE | PUBLIC | UNRESTRICTED | $1,500 | |
| GREATER HOMEWOOD COMMUNITY CORPORATION INC | ||||||||
| 3503 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| HADASSAH MEDICAL ORGANIZATION | ||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| PO BOX 11 15251 PLEASANT VALLEY RD | CENTER CITY | MN | 550120011 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| HEALTH LEADS | ||||||||
| 1307 SAINT PAUL STREET 1ST FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| HEALTHY NEIGHBORHOODS INC | ||||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $3,000 | |
| HEBREW LANGUAGE ACADEMY CHARTER SCHOOL | ||||||||
| 1340 EAST 29TH STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| FOUNDATION FOR JEWISH CAMPUS LIFE (HILLEL) | ||||||||
| 800 EIGHT STREET NW | WASHINGTON | DC | 200013724 | NONE | PUBLIC | UNRESTRICTED | $40,000 | |
| INNOVATION AFRICA | ||||||||
| 520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| INTERFAITH YOUTH CORE | ||||||||
| 325 N LA SALLE SUITE 775 | CHICAGO | IL | 60654 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL | ||||||||
| 633 3RD AVENUE 32ND FLOOR SUITE C | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||
| 116 E 27TH STREET 10TH FLOOR | NEW YORK | NY | 10011 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| JPRO NETWORK | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $15,000 | |
| JUMPSTART | ||||||||
| 1801 AVENUE OF THE STARS SUITE 210 | LOS ANGELES | CA | 99067 | NONE | PUBLIC | UNRESTRICTED | $10,000 | |
| LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL | ||||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 212155299 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| LIVING CLASSROOMS FOUNDATION | ||||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| MARYLAND ACADEMY OF SCIENCES MARYLAND SCIENCE CENTER | ||||||||
| 601 LIGHT STREET | BALTIMORE | MD | 212303812 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| MARYLAND CITIZENS FOR THE ARTS INC | ||||||||
| 3600 CLIPPER MILL RD SUITE 215 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| MARYLAND FILM FESTIVALTHE PRODUCERS CLUB OF MARYLAND | ||||||||
| 107 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $3,391 | |
| MARYLAND FOOD BANK | ||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| MARYLAND NONPROFITS | ||||||||
| 1500 UNION AVENUE SUITE 2500 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| MEET INTERNATIONAL | ||||||||
| 2440 TAMALPAIS ST | MOUNTAIN VIEW | CA | 94043 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | ||||||||
| 1819 L STREET N W 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| MOVE THIS WORLD | ||||||||
| 1330 BRADDOCK PLACE SUITE 600 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| MYJEWISHLEARNINGCOM | ||||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| NATIONAL AQUARIUM IN BALTIMORE | ||||||||
| PIER 3 501 EAST PRATT STREET | BALTIMORE | MD | 212023194 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| NEW ISRAEL FUND | ||||||||
| 2100 M STREET NW SUITE 619 | WASHINGTON | DC | 20037 | NONE | PUBLIC | UNRESTRICTED | $95,000 | |
| NORTH AMERICAN FRIENDS OF ORANIM | ||||||||
| N2205 FOSTER RD S | OOSTBURG | WI | 53070 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| OPEN SOCIETY INSTITUTE | ||||||||
| 201 NORTH CHARLES ST SUITE 1300 | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| PARK SCHOOL | ||||||||
| 2425 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| PARKS AND PEOPLE FOUNDATION | ||||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| PATTERSON PARK PUBLIC CHARTER SCHOOL | ||||||||
| 27 N LAKEWOOD AVE | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $14,725 | |
| PEACEPLAYERS INTERNATIONAL | ||||||||
| 901 NEW YORK AVENUE NW SUITE 550 | WASHINGTON | DC | 20001 | NONE | PUBLIC | UNRESTRICTED | $10,000 | EAST |
| PEARLSTONE CONFERENCE AND RETREAT CENTER | ||||||||
| KAYAM FARM 5425 MT GILEAD ROAD | REISTERSTOWN | MD | 21136 | NONE | PUBLIC | UNRESTRICTED | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PUBLIC | UNRESTRICTED | $145,500 | |
| PORT DISCOVERY CHILDREN'S MUSEUM | ||||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| PROJECT KESHER | ||||||||
| 600 MAMARONECK AVENUE SUITE 400 | HARRISON | NY | 10528 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| REPAIR THE WORLD | ||||||||
| 555 8TH AVENUE SUITE 1703 | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| SINAI HOSPITAL | ||||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| SOMEBODY CARES | ||||||||
| 9510 BURTON AVE | BALTIMORE | MD | 21234 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| THE CHRISTOPHER O'NEIL FUND | ||||||||
| 2 EAST READ STREET C/O THE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $8,391 | BALTIMORE COMMUNITY FOUNDATION |
| THE GIL SANDLER FUND AT THE BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 E READ STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $1,000 | |
| THE ISRAEL PROJECT INC | ||||||||
| 2020 K STREET NW SUITE 7600 | WASHINGTON | DC | 20006 | NONE | PUBLIC | UNRESTRICTED | $50,000 | |
| THE JEWISH FEDERATIONS OF NORTH AMERICA OVERSEAS SUPPLEMENTAL GIVINGIEF | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC | UNRESTRICTED | $145,000 | |
| THE MARYLAND ZOO | ||||||||
| 1876 MANSION HOUSE DRIVE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $30,000 | |
| THE SHALOM HARTMAN INSTITUTE OF NA | ||||||||
| ONE PENNSYLVANIA PLAZA SUITE 1606 | NEW YORK | NY | 10119 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 100 S CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 21203 | NONE | PUBLIC | UNRESTRICTED | $18,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | ||||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $35,000 | |
| URBAN ADAMAH | ||||||||
| 1050 PARKER STREET | BERKLEY | CA | 94710 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| WOODSTOCK FARM ANIMAL SANCTUARY | ||||||||
| PO BOX 1329 | WOODSTOCK | NY | 12498 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| YMCA OF CENTRAL MARYLAND INC | ||||||||
| 303 WEST CHESAPEAKE AVENUE | BALTIMORE | MD | 21204 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| YOUNG AUDIENCES OF MARYLAND INC | ||||||||
| 2600 NORTH HOWARD STREET SUITE 1300 | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $20,000 | |
| YOUNG LEADERSHIP COUNCIL FOUNDATION | ||||||||
| PO BOX 56909 | NEW ORLEANS | LA | 70156 | NONE | PUBLIC | UNRESTRICTED | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,573,209 | 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 | $857,875 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $416,974 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $624,040 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,898,889 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,898,889 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $55,538 | Amt |
| Net Investment Income | $44,430 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,108 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $125,000 | EOYBookValueAmt |
| EOYFMV | $125,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $2,699,313 | EOYBookValueAmt |
| EOYFMV | $2,270,092 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 25307 INVESTMENT PARTNERSHIP | AT COST | $42,219,284 | $59,043,370 |
| 25310 INVESTMENT PARTNERSHIP | AT COST | $0 | $4,984 |
| 27001 INVESTMENT PARTNERSHIP | AT COST | $3,947,682 | $10,068,923 |
| 27004 INVESTMENT PARTNERSHIP | AT COST | $2,114,127 | $4,096,594 |
| 40153 INVESTMENT PARTNERSHIP | AT COST | $7,729 | $5,782 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $8,187 | LegalFeesAmt |
| Net Investment Income | $6,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,637 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXP | $504 | $504 | $0 |
| INSURANCE | $1,812 | $1,812 | $0 |
| ADMINISTRATIVE EXPENSE | $260,366 | $151,406 | $108,960 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME | $416,974 | $416,974 | $416,974 |
| PASSTHROUGH ORDINARY INCOME | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $314,865 | Amt |
| Net Investment Income | $314,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15,659 | $15,659 | $0 |
| FEDERAL TAXES | $89,534 | $0 | $0 |
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