ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-09
- IRS object ID
- 201432529349100303
- Schema version
- 2013v3.0
- Note
- A later return for the same period supersedes this one.
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-09T10:08:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521003788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATZ ABOSCH | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9690 DEERECO RD STE 500 | AddressLine1 |
| City | TIMONIUM | City |
| State | MD | State |
| ZIP Code | 21093 | 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 | 521758252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W DEUTSCH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4432751144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE NO 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DEUTSCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4432751144 | PhoneNum |
| Signature | 2014-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J AGETSTEIN CPA PFS | PreparerPersonNm |
| PTIN | P00087380 | PTIN |
| Phone | 4108286432 | PhoneNum |
| Preparation | 2014-08-20 | PreparationDt |
| 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 | $106,113,392 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $365,468 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,794,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,794,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,566,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,791,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,566,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,726,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,361,025 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $293,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $234,666 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $235,344 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,069 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $188,275 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $518,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $453,931 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,396 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,241 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,097 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,819 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $47,260 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,815 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,445 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,820 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,455 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,365 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250,185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $190,763 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,422 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,488,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $806,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $641,166 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,606,844 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,606,844 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,095,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $806,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,248,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,369,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,554,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,031 | CashBOYAmt |
| Cash EOY | $567,143 | CashEOYAmt |
| Cash EOYFMV | $567,143 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,306,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,273,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,273,780 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,567,235 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $41,098,607 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $11,663,461 | CorporateBondsBOYAmt |
| Other Investments BOY | $10,763,007 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,150,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,260,662 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,465 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,896 | LandBOYAmt |
| Land EOY | $8,077 | LandEOYAmt |
| Land EOYFMV | $8,077 | LandEOYFMVAmt |
| Other Assets BOY | $3,730 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,730 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,730 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $93,524,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,003,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,113,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $93,524,946 | UnrestrictedBOYAmt |
| Unrestricted EOY | $91,003,060 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,524,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,003,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,524,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,003,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,524,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,369,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,155,749 | SubtotalAmt |
| Other Decreases | $152,689 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,003,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - M&T INVESTMENTS | P | $65,610,669 | $64,117,924 | $1,492,745 | $1,492,745 |
| TORTOISE CAPITAL K-1'S | P | $1,894 | -$1,894 | -$1,894 | |
| ACADIAN EMERGING MARKETS EQUITY II FUND, LLC | P | $75,689 | -$75,689 | -$75,689 | |
| PICTET EMERGING LOCAL CURRENCY | P | $7,347 | $7,347 | $7,347 | |
| THE GRESHAM A+ FUND, L.L.C. | P | $22,267 | -$22,267 | -$22,267 | |
| BROWN ADVISORY K-1'S | P | $7,371 | -$7,371 | -$7,371 | |
| CAPITAL GAINS DIVIDENDS | P | $173,157 | $173,157 | $173,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,566,028 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,274,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $90,965,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046990 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,575,877 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,999,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051518 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $496,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,658,020 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039258 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $503,246 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,789,884 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057253 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $453,680 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,917,916 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050873 | DistributionYr5Rt |
| Total Distribution | 0.245892 | TotalDistributionRt |
| Average Distribution | 0.049178 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $100,630,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,948,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,546 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,974,376 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,248,010 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $25,546 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,546 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,654 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $46,654 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $21,044 | OverpaymentAmt |
| Applied To ES Tax | $21,044 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BROWN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4432751144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JANE BROWN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | PRESIDENT/EXECUTIVE DIRECT | 40.00 | $125,000 | $0 | $0 |
| NEIL DIDRIKSEN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | CHIEF OPERATING OFFICER | 40.00 | $108,333 | $0 | $0 |
| MAC MACLURE | ||||||||
| 5521 RESEARCH PARK DRIVE | BALTIMORE | MD | 21228 | DIRECTOR | 20.00 | $60,000 | $0 | $0 |
| DAVID DEUTSCH | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE TYSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $51,177 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | 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 | $101,457,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $705,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,163,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,163,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,532,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,630,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,031,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,031,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,546 | TotalTaxAmt |
| Distributable Before Adj | $5,006,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,006,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,006,003 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,248,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,248,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,546 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,222,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,006,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $532,503 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,248,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $532,503 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,715,507 | 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 | $290,496 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4432751144 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARENA PLAYERS | |||||||
| 801 MCCULLOH STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $17,474 |
| ARTISAN ASYLUM | |||||||
| 10 TYLER STREET | SOMERVILLE | MA | 02143 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| AS220 | |||||||
| 115 EMPIRE STREET | PROVIDENCE | RI | 02903 | NONE | 501(C)(3) | GENERAL PURPOSES | $2,500 |
| ASSOCIATED BLACK CHARITIES | |||||||
| 1114 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | |||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSES | $8,000 |
| BALTIMORE ARTS REALTY CORPORATION | |||||||
| 1122 KENILWORTH DRIVE NO 201 | TOWSON | MD | 21204 | NONE | 501(C)(3) | GENERAL PURPOSES | $1,423,000 |
| BALTIMORE COLLEGE TOWN NETWORK | |||||||
| PO BOX 11049 | BALTIMORE | MD | 21212 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 |
| BALTIMORE UNITED IN LEADERSHIP DEVELOPMENT (BUILD) | |||||||
| 2439 MARYLAND AVENUE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $75,000 |
| CENTER FOR ART IN WOOD | |||||||
| 141 N 3RD STREET | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| CENTRAL BALTIMORE PARTNERSHIP | |||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $107,500 |
| CODE IN THE SCHOOLS | |||||||
| 2526 SAINT PAUL STREET | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 |
| CREATIVE ALLIANCE | |||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| CREATIVE CAPITAL FOUNDATION | |||||||
| 65 BLEECKER STREET 7TH FLOOR | NEW YORK | NY | 10012 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| DEEP VISION DANCE COMPANY | |||||||
| 8000 YORK ROAD | TOWSON | MD | 21252 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| DIGITAL HARBOR FOUNDATION | |||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 |
| FRACTURED ATLAS | |||||||
| 248 W 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL PURPOSES | $40,000 |
| FUSION PARTNERSHIPS | |||||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSES | $95,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $280,150 |
| GREEN MEDIA TOOLSHED | |||||||
| 1915 I STREET NORTHWEST SUITE 700 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL PURPOSES | $159,420 |
| HOMELESS PERSON REPRESENTATION PROJECT | |||||||
| 201 N CHARLES STREET SUITE 1104 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $40,000 |
| HUMANIM | |||||||
| 1701 N GAY STREET | BALTIMORE | MD | 21213 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| INCENTIVE MENTORING PROGRAM | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 100 N CHARLES STREET SUITE 316 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 |
| JUST VISION INC | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||
| 1300 MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | GENERAL PURPOSES | $75,000 |
| MICA | |||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | GENERAL PURPOSE | $225,000 |
| MUSE 360 | |||||||
| 1523 ROUNDHILL ROAD | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $68,300 |
| MY SISTERS CIRCLE | |||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | NONE | 501(C)(3) | GENERAL PURPOSES | $8,000 |
| NEIGHBORHOOD DESIGN CENTER | |||||||
| 1401 HOLLINS STREET | BALTIMORE | MD | 21223 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| NEW ORGANIZING INSTITUTE | |||||||
| 1133 19TH STREET NW SUITE 850 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| PEOPLES HOMESTEADING GROUP | |||||||
| 410 E NORTH AVENUE | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 |
| SINGLE CARROT THEATER | |||||||
| 2600 N HOWARD STREET | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 |
| STATION NORTH ARTS AND ENTERTAINMENT | |||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $100,000 |
| THE CONTEMP MUSEUM OF BALTIMORE | |||||||
| 100 W CENTRE ST | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 |
| THE LEADERSHIP - J HOBAULT | |||||||
| 102 W PENNSYLVANIA AVE | BALTIMORE | MD | 21204 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | 501(C)(3) | GENERAL PURPOSES | $250,000 |
| UNIVERSITY OF MARYLAND BALTIMORE COUNTY IRC FDN | |||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| UNIVERSITY OF MARYLAND BALTIMORE COUNTY | |||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 620 W LEXINGTON STREET 2ND FLOOR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $140,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FUND | |||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $30,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 2119 MAIN ADMINISTRATION BLDG | COLLEGE PARK | MD | 20742 | NONE | 501(C)(3) | GENERAL PURPOSES | $430,000 |
| URBAN TEACHER CENTER | |||||||
| 1500 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | 501(C)(3) | GENERAL PURPOSE | $75,000 |
| YOUNG AUDIENCES OF MARYLAND | |||||||
| 2601 N HOWARD STREET SUITE 320 | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,606,844 | 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 | $1,794,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,566,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,361,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,361,025 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RWD TECHNOLOGIES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5521 RESEARCH PARK DRIVE | AddressLine1 |
| City | CATONSVILLE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $365,468 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2010-09-01 | $4,378 | $2,463 | 200DB | 7.000000000000 | $547 | $0 |
| COMPUTER EQUIPMENT | 2010-08-23 | $5,511 | $3,924 | 200DB | 5.000000000000 | $635 | $0 |
| FURNITURE | 2011-06-30 | $10,287 | $3,989 | 200DB | 7.000000000000 | $1,799 | $0 |
| OFFICE EQUIPMENT | 2011-06-30 | $4,366 | $2,270 | 200DB | 5.000000000000 | $838 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $52,645,130 | $66,537,426 |
| FIXED INCOME | AT COST | $16,268,038 | $16,438,841 |
| OTHER INVESTMENTS | AT COST | $19,237,162 | $20,284,395 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $4,378 | $3,010 | $1,368 |
| COMPUTER EQUIPMENT | $5,511 | $4,559 | $952 |
| FURNITURE | $10,287 | $5,788 | $4,499 |
| OFFICE EQUIPMENT | $4,366 | $3,108 | $1,258 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNEMPLOYMENT BOND | $230 | $230 | $230 |
| SECURITY DEPOSIT | $3,500 | $3,500 | $3,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $152,689 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $23,503 | $5,876 | $17,627 |
| PAYROLL EXPENSES | $1,991 | $398 | $1,593 |
| INSURANCE | $41,203 | $8,241 | $32,962 |
| IT EXPENSE | $9,654 | $2,414 | $7,240 |
| K-1 INVESTMENT LOSS | $173,834 | $173,834 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $432,465 | $432,465 | $0 |
| CONSULTING FEES | $85,862 | $21,466 | $64,396 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $40,121 | $8,024 | $32,097 |
| FOREIGN TAXES | $27,217 | $27,217 | $0 |
| OTHER TAXES | $37,420 | $0 | $0 |
Comments