GOLDSMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GOLDSMITH FAMILY FOUNDATION INC (EIN 52-1714353)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2014-11-26
- IRS object ID
- 201413309349100001
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-26T10:21:02-06:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520963432 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ & SHRAMKO CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN ROAD 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521714353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDSMITH FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 4104849292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN ROAD NO 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN BERKOWITZ | PersonNm |
| Person Title | SEC/TREAS | PersonTitleTxt |
| Phone | 4104847700 | PhoneNum |
| Signature | 2014-11-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN BERKOWITZ CPA | PreparerPersonNm |
| PTIN | P00365894 | PTIN |
| Phone | 4104847700 | 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 | $18,371,646 | 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 | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $368,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $368,653 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $368,653 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,441,702 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,441,702 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,810,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,810,389 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $368,687 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,978 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,978 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,811 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,811 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $418 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $961 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Adj Net Incm | $243 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $15,903 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,903 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,698 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $243 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $895,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $243 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $743,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $914,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,658,273 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $368,444 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,560 | CashBOYAmt |
| Cash EOY | $21,260 | CashEOYAmt |
| Cash EOYFMV | $21,260 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,642,033 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,920,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,920,186 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,364,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,064,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,736,580 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $693,620 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $693,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $693,620 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,784 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,936 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,936 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,797,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,702,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,371,646 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | -$863 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,895,901 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,895,901 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,097,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$193,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,798,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,702,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,797,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,702,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,798,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $914,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,013 | OtherIncreasesAmt |
| Subtotal | $13,722,661 | SubtotalAmt |
| Other Decreases | $20,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,702,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| BERNSTEIN | P | $102,887 | $102,887 |
| GARDNER LEWIS | P | $653,554 | $653,554 |
| LITIGATIONS AND OTHER CLAIMS | P | $29,806 | $29,806 |
| HUFF | P | $99,624 | $99,624 |
| PNC | P | $555,831 | $555,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,441,702 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,441,702 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $904,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,578,328 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $923,293 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,093,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065514 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $895,736 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,907,484 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060086 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $819,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,135,323 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057999 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $736,867 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,195,460 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060421 | DistributionYr5Rt |
| Total Distribution | 0.306078 | TotalDistributionRt |
| Average Distribution | 0.061216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,141,284 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $988,105 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,583 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,004,688 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $743,387 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,269 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,269 | TotalPaymentsAndCreditsAmt |
| Overpayment | $104 | OverpaymentAmt |
| Applied To ES Tax | $104 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | WWW.GOLDSMITHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN BERKOWITZ | IndividualWithBooksNm |
| Phone | 4104847700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN RD 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BETH GOLDSMITH | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | PRESIDENT | 30.00 | $0 | $0 | $0 |
| ALAN BERKOWITZ | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | SEC/TREASURER | 5.00 | $20,000 | $0 | $0 |
| RAYMOND ALTMAN | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | VICE PRESIDENT | 5.00 | $20,000 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,297,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,090,038 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,387,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,387,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,806 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,141,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $807,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $807,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,165 | TotalTaxAmt |
| Distributable Before Adj | $773,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $773,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $773,899 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $743,387 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $743,387 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $743,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $773,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $136,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,623 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $169,826 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $225,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $199,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $851,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $743,387 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $743,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,512 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,512 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $821,124 | 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 | $105,552 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $715,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,623 | ExcessFromYear4Amt |
| Excess From Year3 | $169,826 | ExcessFromYear3Amt |
| Excess From Year2 | $225,369 | ExcessFromYear2Amt |
| Excess From Year1 | $199,754 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH GOLDSMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN RD 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4104849292 | RecipientPhoneNum |
| Form And Info And Materials | LETTER INDICATING AMOUNT AND PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPEN BUDDY PROGRAM | ||||||
| 110 E HALLAM STREET | ASPEN | CO | 81611 | NONE | GENERAL | $25,000 |
| ASPEN COMMUNITY FOUNDATION | ||||||
| 110 E HALLAM STREET | ASPEN | CO | 81611 | NONE | GENERAL | $23,000 |
| ASPEN COUNTRY DAY SCHOOL | ||||||
| 85 COUNTRY WAY | ASPEN | CO | 81611 | NONE | GENERAL | $20,000 |
| ASPEN YOUTH CENTER | ||||||
| P O BOX 8266 | ASPEN | CO | 81611 | NONE | GENERAL | $100 |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | GENERAL | $5,000 |
| BALTIMORE SCHOOL FOR THE ARTS | ||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $20,000 |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $25,000 |
| BALTIMORE URBAN DEBATE LEAGUE | ||||||
| 1800 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $10,000 |
| BUILDING STEPS | ||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21093 | NONE | GENERAL | $5,000 |
| CENTER STAGE | ||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $10,000 |
| CENTRAL SCHOLARSHIP BUREAU | ||||||
| 6 PARK CENTER COURT | BALTIMORE | MD | 21117 | NONE | GENERAL | $5,000 |
| CITY NEIGHBORS FOUNDATION | ||||||
| 4301 RASPE AVENUE | BALTIMORE | MD | 21206 | NONE | GENERAL | $20,000 |
| COLLEGE BOUND FOUNDATION | ||||||
| 300 WATER STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $25,000 |
| CREATIVE ALLIANCE AT THE PATTERSON | ||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | GENERAL | $7,500 |
| DYSLEXIA TUTORING PROGRAM | ||||||
| 711 W 40TH STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $5,000 |
| ENOCH PRATT FREE LIBRARY | ||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $7,500 |
| EVERYMAN THEATRE | ||||||
| 1727 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $10,000 |
| FRIENDS OF ASPEN ANIMAL SHELTER | ||||||
| PO BOX 985 | ASPEN | CO | 81612 | NONE | GENERAL | $10,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | GENERAL | $10,000 |
| GARDEN HARVEST | ||||||
| 14045 MANTUA MILL ROAD | GLYNDON | MD | 21071 | NONE | GENERAL | $2,500 |
| GIRLS EMPOWERMENT MISSION | ||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NONE | GENERAL | $5,000 |
| GOUCHER COLLEGE | ||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | GENERAL | $25,000 |
| GREATER HOMEWOOD COMM CORP INC | ||||||
| 3503 NORTH CHARELS STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $5,000 |
| HAMPDEN FAMILY CENTER | ||||||
| 1104 WEST 36TH STREET | BALTIMORE | MD | 21211 | NONE | GENERAL | $2,500 |
| HIGHER ACHIEVEMENT BALTIMORE | ||||||
| 1414 KEY HIGHWAY SUITE 300 | BALTIMORE | MD | 21230 | NONE | GENERAL | $5,000 |
| INTERNATIONAL OBSESSIVE-COMPULSIVE FND | ||||||
| PO BOX 96109 | BOSTON | MA | 02109 | NONE | GENERAL | $1,000 |
| IRVINE NATURE CENTER | ||||||
| 1201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | GENERAL | $5,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 5801 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | GENERAL | $100,000 |
| KENNEDY KRIEGER INSTITUTE | ||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | GENERAL | $5,000 |
| MIDDLE GRADES PARTNERSHIP | ||||||
| 3105 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $33,000 |
| NATIONAL AQUARIUM IN BALTIMORE | ||||||
| 501 E PRATT STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $5,000 |
| NEW LEADERS | ||||||
| 1500 UNION AVENUE | BALTIMORE | MD | 21210 | NONE | GENERAL | $15,000 |
| PARKS AND PEOPLE | ||||||
| 800 WYMAN PARK DRIVE | BALTIMORE | MD | 21211 | NONE | GENERAL | $1,000 |
| PATTERSON PARK CHARTERELEMMIDDLE SCHOOL | ||||||
| 27 N LAKEWOOD AVENUE | BALTIMORE | MD | 21224 | NONE | GENERAL | $3,000 |
| PORT DISCOVERY CHILDREN'S MUSEUM IN BALTO | ||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | GENERAL | $5,000 |
| SOUTH BALTIMORE LEARNING CENTER | ||||||
| 28 EAST OSTEND STREET | BALTIMORE | MD | 21230 | NONE | GENERAL | $10,000 |
| SOUTHWEST BALTIMORE CHARTER SCHOOL | ||||||
| 1300 HERKIMER STREET | BALTIMORE | MD | 21223 | NONE | GENERAL | $13,000 |
| ST PAUL'S SCHOOL | ||||||
| 11152 FALLS ROAD | BROOKLANDVILLE | MD | 21022 | NONE | GENERAL | $14,000 |
| ST VINCENT DE PAUL SOCIETY OF BALTIMORE | ||||||
| 2305 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $2,030 |
| TEACH FOR AMERICA | ||||||
| 711 WEST 40TH STREET | BALTIMORE | MD | 21211 | NONE | GENERAL | $50,000 |
| THE COMMUNITY SCHOOL | ||||||
| 337 WEST 30TH STREET | BALTIMORE | MD | 21211 | NONE | GENERAL | $10,000 |
| ST FRANCIS NEIGHBORHOOD CENTER | ||||||
| 2405 LINDEN AVENUE | BALTIMORE | MD | 21217 | NONE | GENERAL | $1,500 |
| THE INGENUITY PROJECT | ||||||
| 1400 W COLD SPRING LANE | BALTIMORE | MD | 21209 | NONE | GENERAL | $5,000 |
| THE HOUSE OF RUTH | ||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | GENERAL | $1,000 |
| THE WALTERS ART MUSEUM | ||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $5,000 |
| THE MARYLAND ZOO | ||||||
| 1876 MANSION HOUSE DRIVE | BALTIMORE | MD | 21217 | NONE | GENERAL | $5,000 |
| THE SPEYER LEGACY SCHOOL | ||||||
| 925 NINTH AVENUE | NEW YORK | NY | 10019 | NONE | GENERAL | $30,000 |
| THREAD | ||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | GENERAL | $20,000 |
| YOUNG AUDIENCES OF MARYLAND | ||||||
| 927 NORTH CALVERT | BALTIMORE | MD | 21202 | NONE | GENERAL | $10,000 |
| TURNBRIDGE PUBLIC CHARTER SCHOOL | ||||||
| 5504 YORK ROAD | BALTIMORE | MD | 21212 | NONE | GENERAL | $3,000 |
| URBAN TEACHER CENTER | ||||||
| 1500 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,630 | 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 | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,441,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,810,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,810,389 | 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 | $26,811 | Amt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,811 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $10,064,659 | EOYBookValueAmt |
| EOYFMV | $14,736,580 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $693,620 | BookValueAmt |
| EOYFMV | $693,620 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,936 | BOYBookValueAmt |
| EOY Book Value | $2,936 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX PAYMENTS | Description |
| Amount | $20,000 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER EXPENSE | $3,601 | $0 | $0 | $3,601 |
| DUES & SUBSCRIPTIONS | $9,000 | $0 | $0 | $9,000 |
| INSURANCE | $1,073 | $0 | $0 | $1,073 |
| INVESTMENT FEES | $111,451 | $111,451 | $0 | $0 |
| MARGIN INTEREST | $20,247 | $20,247 | $0 | $0 |
| MISCELLANEOUS | $250 | $0 | $0 | $250 |
| OFFICE | $203 | $0 | $0 | $203 |
| POSTAGE AND DELIVERY | $245 | $0 | $0 | $245 |
| TELEPHONE | $1,732 | $0 | $0 | $1,732 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR ADJUSTMENTS | Description |
| Amount | $9,013 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | -$863 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $418 | $418 | $0 | $0 |
| PAYROLL TAX EXPENSE | $961 | $0 | $0 | $961 |
Comments