DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349101857
- Schema version
- 2012v2.0
- 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
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T14:23:26-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATAPCO FINANCIAL SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 E BALTIMORE STREET STE 1101 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212021620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521489400 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The David and Barbara B Hirschhorn | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 4103477114 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o AFS 10 E Baltimore St | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anne A Patterson | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sandra L Glock | Name |
| PTIN | P00251373 | PTIN |
| Phone | 4103477114 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 38970237 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 22824 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22824 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 723298 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 723298 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1750926 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10025077 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1750926 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 55966 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -89084 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2553014 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2407964 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 83875 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 83875 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 29921 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 29921 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 71200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 28480 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 42720 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 74178 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 74178 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 10275 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10275 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 11803 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 11803 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 549 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 549 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4656 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 159 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4497 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 286457 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 113092 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 173365 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2264446 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2264446 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2550903 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 113092 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2437811 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2111 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2294872 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14562 | CashBOY |
| Cash EOY | 14562 | CashEOY |
| Cash EOYFMV | 14562 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3448768 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1180807 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1180807 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 34763887 | InvestmentsOtherBOY |
| Investments Other EOY | 37033959 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 37774868 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 38227217 | TotalAssetsBOY |
| Total Assets EOY | 38229328 | TotalAssetsEOY |
| Total Assets EOYFMV | 38970237 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 38227217 | CapitalStockBOY |
| Capital Stock EOY | 38229328 | CapitalStockEOY |
| Total Net Assets BOY | 38227217 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38229328 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 38227217 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38229328 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 38227217 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2111 | ExcessOfRevenueOverExpenses |
| Subtotal | 38229328 | Subtotal |
| Total Net Assets Fund Balances EOY | 38229328 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| Common Sense | P | 2009-07-31 | 2012-06-30 | 100479 | -100479 | -100479 | |
| W Capital Partners | P | 2012-01-01 | 2012-02-01 | 5373 | 5373 | 5373 | |
| PEP V - Short Term | P | 2012-01-01 | 2012-02-01 | 60 | 60 | 60 | |
| PEP V - Long Term | P | 2001-01-01 | 2012-12-31 | 25039 | 25039 | 25039 | |
| Perennial Real Estate - Short Term | P | 2012-01-01 | 2012-02-01 | 1635 | 1635 | 1635 | |
| Perennial Real Estate - Long Term | P | 2001-01-01 | 2012-12-31 | 17817 | 17817 | 17817 | |
| Axiom Asia LT Gain | P | 2001-01-01 | 2012-12-31 | 361 | 361 | 361 | |
| Mesirow - Long Term | P | 2001-01-01 | 2012-12-31 | 99294 | 99294 | 99294 | |
| Mesirow - Short Term | P | 2012-01-01 | 2012-02-01 | 2678 | 2678 | 2678 | |
| Madison III - Long Term | P | 2001-01-01 | 2012-12-31 | 338306 | 338306 | 338306 | |
| 21000 Vanguard Specialized | P | 2011-12-09 | 2012-12-11 | 1151700 | 99391 | 99391 | 1251091 |
| 25648.953 Stralem Equity Fund | P | 2010-01-29 | 2012-12-13 | 2983695 | 705635 | 705635 | 3689330 |
| 25 State of Israel Bond | P | 2009-01-27 | 2012-02-17 | 25000 | 25000 | ||
| 52532.189 PIMCO Total Return | P | 2005-05-12 | 2012-12-07 | 603020 | 8980 | 8980 | 612000 |
| 32802.249 PIMCO Low Duration | P | 2005-05-11 | 2012-12-06 | 330775 | 19225 | 19225 | 350000 |
| 57962.329 Harbor Dd Real Return | P | 2011-07-15 | 2012-12-07 | 638170 | 38830 | 38830 | 677000 |
| 1105.1235 GT Fund | P | 2007-05-08 | 2012-01-31 | 2183183 | 349817 | 349817 | 2533000 |
| 122.7915 GT Fund | P | 2007-05-08 | 2012-07-12 | 242576 | 41459 | 41459 | 284035 |
| 1584.926 Capital Private | P | 2011-12-30 | 2012-12-13 | 15553 | -768 | -768 | 14785 |
| DFA Emerging Markets | P | 2001-01-01 | 2012-12-31 | 23400 | 23400 | 23400 | |
| PIMCO Total Return | P | 2011-01-01 | 2012-12-31 | 19696 | 19696 | 19696 | |
| PIMCO Low Duration | P | 2001-01-01 | 2012-12-31 | 1805 | 1805 | 1805 | |
| Harbor Funds | P | 2011-01-01 | 2012-12-31 | 22946 | 22946 | 22946 | |
| Buffalo Small Cap | P | 2001-01-01 | 2012-12-31 | 30426 | 30426 | 30426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1750926 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 8978 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2620379 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 39491358 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06635 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2812601 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 38659270 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07275 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2197901 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 34619579 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06349 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2464180 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 38075511 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06472 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2683947 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 42134249 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06370 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.33101 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06620 | AverageDistributionRatio |
| Net Noncharitable Assets | 37914897 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2510042 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 22949 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2532991 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2437811 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 45897 | InvestmentIncomeExciseTax |
| Subtotal | 45897 | Subtotal |
| Tax Based On Investment Income | 45897 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14002 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 55000 | TaxPaidWithExtension |
| Total Credits And Payments | 69002 | TotalCreditsAndPayments |
| Overpayment | 23105 | Overpayment |
| Amount Credited To Next Year | 23105 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.blaufund.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sandra L Glock CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4103477114 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 E Baltimore St Ste 1101 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212021620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | See Attached Statement | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See attached | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | See attached | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment services | 54653 |
| Atapco Financial Services | |||||
| 10 E Baltimore St | Baltimore | MD | 21202 | Tax & Accounting | 71200 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 36697447 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1794834 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 38492281 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 38492281 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 577384 | CashDeemedCharitable |
| Net Noncharitable Assets | 37914897 | NetNoncharitableAssets |
| Minimum Investment Return | 1895745 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1895745 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 45897 | TaxBasedOnInvestmentIncome |
| Total Tax | 45897 | TotalTax |
| Distributable Amount Before Adj | 1849848 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1849848 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1849848 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2437811 | ExpensesAndContributions |
| Qualifying Distributions | 2437811 | QualifyingDistributions |
| Adj Qualifying Distributions | 2437811 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1849848 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 775303 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 578854 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 547042 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 783611 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 659019 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3343829 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2437811 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1849848 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 587963 | RemainingDistriFromCorpus |
| Total Corpus | 3931792 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 775303 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3156489 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 578854 | ExcessFromYear4 |
| Excess From Year3 | 547042 | ExcessFromYear3 |
| Excess From Year2 | 783611 | ExcessFromYear2 |
| Excess From Year1 | 659019 | ExcessFromYear1 |
| Excess From Current Year | 587963 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | See Attached Statement | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Daniel B Hirschhorn | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BPG 10 East Baltimore St Suite 1111 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212021620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4103477201 | RecipientPhoneNumber |
| Form And Info And Materials | Letter | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | This organization does not make gifts or grants to individuals. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | See Attached Statement | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See attached | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | 501(c) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Unrestricted Gift | PurposeOfGrantOrContribution |
| Amount | $2,264,446 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2264446 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | See Attached Statement | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See attached | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | 501(c) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Unrestricted Gift | PurposeOfGrantOrContribution |
| Amount | $1,266,800 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1266800 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,824 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $723,298 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,750,926 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (10 entries)
| DescriptionDescription | Business CodeBusinessCode | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|---|---|
| W Capital Partners | 900000 | 18 | $9,249 | |
| Prime Finance II | 900000 | 18 | -$20,474 | |
| Perennial Real Estate Fd | 900000 | 18 | $47,063 | -$3,960 |
| PEP V | 900000 | 18 | $53,225 | $290 |
| Miscellaneous Income | 900000 | 18 | $136 | |
| MIRELF III Eastbridge | 900000 | 18 | ||
| MIRELF III Australia | 900000 | 18 | ||
| Mesirow Financial Private | 900000 | 18 | -$21,553 | $3 |
| Madison Int'l RE Fd III | 900000 | 18 | -$3,331 | |
| Axiom Asia | 900000 | 18 | -$4,682 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$3,667 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,556,681 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2553014 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Atapco Financial Services | Category |
| Amount | $71,200 | Amount |
| Net Investment Income | 28480 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 42720 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation (2 entries)
| Greycourt |
| Atapco Financial Services |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Web Site Support | 234 | 234 | |
| Telephone | 266 | 266 | |
| Supplies | 339 | 339 | |
| Miscellaneous | 550 | 391 | 159 |
| Equipment Maintenance | 3267 | 3267 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| W Capital Partners | 9249 | -2877 |
| Prime Finance II | -20474 | -8811 |
| Perennial Real Estate Fd | 43103 | -6448 |
| PEP V | 53515 | -17419 |
| Miscellaneous Income | 136 | 136 |
| Mesirow Financial Private | -21550 | -36447 |
| Madison Int'l RE Fd III | -3331 | -3331 |
| Axiom Asia | -4682 | -13887 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Other | $19,525 | 19525 | 0 | 0 |
| Greycourt | $54,653 | 54653 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | Category |
| Amount | $10,275 | Amount |
| Net Investment Income | 10275 | NetInvestmentIncome |
Comments