GOLDSMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GOLDSMITH FAMILY FOUNDATION INC (EIN 52-1714353)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-12-19
- IRS object ID
- 202513539349100606
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-19T12:15:29-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN ROAD 430 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 | BusinessNameLine1Txt |
| 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 430 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN BERKOWITZ | PersonNm |
| Person Title | SEC/TREAS | PersonTitleTxt |
| Phone | 4104847700 | PhoneNum |
| Signature | 2025-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM SHRAMKO CPA | PreparerPersonNm |
| PTIN | P00368765 | PTIN |
| Phone | 4104847700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,209,843 | 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 | $24,308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,308 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $293,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,695,978 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $3,695,978 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,013,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,013,428 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,218 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,218 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,190 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,864 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $477 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,821 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,821 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $257,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $242,092 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,687 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $344,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $274,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,393 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,049,321 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,049,321 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,393,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $274,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,118,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $619,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,738,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,966 | CashBOYAmt |
| Cash EOY | $124,717 | CashEOYAmt |
| Cash EOYFMV | $124,717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,110,239 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $970,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $970,312 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,665,654 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,290,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,114,814 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,973 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,800,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,385,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,209,843 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,003,564 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,003,564 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,202,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,617,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,800,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,385,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,800,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,385,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,800,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $619,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,420,612 | SubtotalAmt |
| Other Decreases | $35,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,385,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|
| BERNSTEIN | $254,512 | $254,512 |
| GARDNER LEWIS | $2,800,849 | $2,800,849 |
| MORGAN STANLEY | -$1,776 | -$1,776 |
| PNC INV MGR | $642,219 | $642,219 |
| CLASS ACTION PAYMENTS | $174 | $174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,695,978 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,292 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69,327 | OverpaymentAmt |
| Applied To ES Tax | $69,327 | 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 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BETH GOLDSMITH | ||||||||
| 1829 REISTERSTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | PRESIDENT | 30.00 | $0 | $0 | $0 |
| ALAN BERKOWITZ | ||||||||
| 1829 REISTERSTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | SEC/TREASURER | 5.00 | $20,000 | $0 | $0 |
| ADAM GOLDSMITH | ||||||||
| 1829 REISTERSTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JULIE ROSENBERG | ||||||||
| 1829 REISTERSTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JOSH GOLDSMITH | ||||||||
| 1829 REISTERSTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $23,310,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,292,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,602,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,602,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $369,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,233,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,211,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,211,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,965 | TotalTaxAmt |
| Distributable Before Adj | $1,159,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,159,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,159,726 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,118,714 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,118,714 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,159,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $551,248 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,395 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $209,010 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,083,622 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,041,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,118,714 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,159,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,958,988 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,000,263 | 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 | $551,248 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,449,015 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,395 | ExcessFromYear4Amt |
| Excess From Year2 | $209,010 | ExcessFromYear2Amt |
| Excess From Year1 | $1,083,622 | ExcessFromYear1Amt |
| Excess From Current Year | $1,958,988 | ExcessFromCurrentYearAmt |
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 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| 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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF NEVE SHALOM | ||||||
| 12925 RIVERSIDE DRIVE | GLENDALE | CA | 91203 | NONE | GENERAL | $1,500 |
| ARTS FOR LEARNING MARYLAND | ||||||
| 21 E NORTH AVENUE | BALTIMORE | MD | 21202 | NONE | GENERAL | $5,000 |
| ASPEN JEWISH CONGREGATION | ||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | NONE | GENERAL | $1,800 |
| BAIS YAAKOV SCHOOL FOR GIRLS | ||||||
| 6300 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | GENERAL | $1,800 |
| BALTIMORE SCHOOL FOR THE ARTS | ||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $10,000 |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $25,000 |
| BNOS YISROEL OF BALTIMORE | ||||||
| 6300 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | GENERAL | $1,800 |
| BUDDY PROGRAM | ||||||
| 110 EAST HALLAM STREET | ASPEN | CO | 81611 | NONE | GENERAL | $100,000 |
| CARE | ||||||
| P O BOX 1870 | MERRIFIELD | VA | 22116 | NONE | GENERAL | $833 |
| CENTER STAGE | ||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $10,000 |
| CHAI | ||||||
| 5721 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21201 | NONE | GENERAL | $15,000 |
| CHIZUK AMUNO | ||||||
| 8100 STEVENSON ROAD | BALTIMORE | MD | 21208 | NONE | GENERAL | $186,000 |
| CITY NEIGHBORS FOUNDATION | ||||||
| 4301 RASPE AVENUE | BALTIMORE | MD | 21206 | NONE | GENERAL | $5,000 |
| COLLEGE BOUND FOUNDATION | ||||||
| 300 WATER STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $20,000 |
| CREATIVE ALLIANCE | ||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | GENERAL | $7,500 |
| DOCTORS WITHOUT BORDERS USA | ||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | GENERAL | $1,250 |
| 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 | $5,000 |
| EVERYMAN THEATRE | ||||||
| 1727 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $10,000 |
| FRIENDS OF MARSHYANGDI SCHOOL | ||||||
| 133 PROSPECTOR ROAD | ASPEN | CO | 81611 | NONE | GENERAL | $10,000 |
| FRIENDS OF THE IDF | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | GENERAL | $5,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | GENERAL | $35,000 |
| GIRLS EMPOWERMENT MISSION | ||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NONE | GENERAL | $5,000 |
| GLOBAL EMPOWERMENT MISSION | ||||||
| 1850 NW 84TH AVENUE | DORAL | FL | 33126 | NONE | GENERAL | $10,000 |
| GO PROJECT NYC | ||||||
| 50 COOPER SQUARE | NEW YORK | NY | 10003 | NONE | GENERAL | $2,500 |
| HAND TO HAND | ||||||
| P O BOX 80102 | PORTLAND | OR | 97280 | NONE | GENERAL | $10,000 |
| HIGHER ACHIEVEMENT BALTIMORE | ||||||
| 1414 KEY HIGHWAY SUITE 300 | BALTIMORE | MD | 21230 | NONE | GENERAL | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| P O BOX 6068 | ALBERT LEA | MN | 56007 | NONE | GENERAL | $833 |
| JEWISH COLORADO | ||||||
| 300 S DAHLIA STREET | DENVER | CO | 80426 | NONE | GENERAL | $5,000 |
| JEWISH RESOURCE CENTER CHABAD ASPEN | ||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | GENERAL | $1,800 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 5801 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | GENERAL | $120,000 |
| JUNGLEKEEPERS | ||||||
| 21701 STEVENS CREEK BLVD | CUPERTINO | CA | 95015 | NONE | GENERAL | $1,250 |
| MARYLAND SCIENCE CENTER | ||||||
| 601 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | GENERAL | $5,000 |
| MASORTI FDN FOR CONSERVATIVE JUDAISM | ||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | GENERAL | $90,000 |
| MOISHE HOUSE | ||||||
| 441 SAZONY ROAD | ENCINTAS | CA | 92024 | NONE | GENERAL | $10,000 |
| NATIONAL AQUARIUM IN BALTIMORE | ||||||
| 501 E PRATT STREET | BALTIMORE | MD | 21202 | NONE | GENERAL | $5,000 |
| NESHAMA CENTER | ||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | GENERAL | $1,800 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA (PPFA) | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | GENERAL | $833 |
| PORT DISCOVERY CHILDREN'S MUSEUM IN BALTO | ||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | GENERAL | $5,000 |
| SHARE OUR STRENGTH | ||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | NONE | GENERAL | $2,500 |
| SHORESH | ||||||
| 3723 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | GENERAL | $1,800 |
| SQUASH WISE | ||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | GENERAL | $2,500 |
| ST VINCENT DE PAUL SOCIETY OF BALTIMORE | ||||||
| 2305 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $2,422 |
| STUDENT DIPLOMACY CORPS | ||||||
| 424 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | GENERAL | $7,500 |
| TALMUDICAL ACADEMY | ||||||
| 4445 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | GENERAL | $1,800 |
| TEACH FOR AMERICA | ||||||
| 2601 NORTH HOWARD STREET | BALTIMORE | MD | 21218 | NONE | GENERAL | $25,000 |
| THE ASSOCIATED | ||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | GENERAL | $2,025,000 |
| THE WALTERS ART MUSEUM | ||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | GENERAL | $5,000 |
| THREAD | ||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | GENERAL | $20,000 |
| TORAH INSTITUTE | ||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | NONE | GENERAL | $1,800 |
| TULANE CHABAD | ||||||
| 7033 FRERET STREET | NEW ORLEANS | LA | 70118 | NONE | GENERAL | $2,500 |
| URBAN TEACHER CENTER | ||||||
| 1800 WASHINGTON BLVD | BALTIMORE | MD | 21230 | NONE | GENERAL | $10,000 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 1100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | GENERAL | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,049,321 | 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 | $24,308 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,695,978 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,013,428 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,013,428 | 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 | $39,190 | Amt |
| Net Investment Income | $31,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,190 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $10,290,752 | EOYBookValueAmt |
| EOYFMV | $22,114,814 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES PAID | Desc |
| Amt | $35,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $11,600 | $0 | $11,600 |
| INSURANCE | $1,172 | $0 | $1,172 |
| INVESTMENT FEES | $208,898 | $208,898 | $0 |
| MARGIN INTEREST | $33,194 | $33,194 | $0 |
| OFFICE EXPENSE | $818 | $0 | $818 |
| POSTAGE | $29 | $0 | $29 |
| TELEPHONE | $2,068 | $0 | $2,068 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| BOY Book Value | $5 | BOYBookValueAmt |
| EOY Book Value | $169 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,864 | $1,864 | $0 |
| PAYROLL TAX EXPENSE | $477 | $0 | $477 |
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