HERMAN & WALTER SAMUELSON FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN & WALTER SAMUELSON FOUNDATION INC (EIN 45-2402050)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-13
- IRS object ID
- 202610449349100326
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T14:53:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520818026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452402050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN & WALTER SAMUELSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 4104940100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS F FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104940100 | PhoneNum |
| Signature | 2026-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW N DAVIS | PreparerPersonNm |
| PTIN | P00282447 | PTIN |
| Phone | 4104940100 | PhoneNum |
| Preparation | 2026-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $53,813,706 | 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 | $37,347 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,347 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $489,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $489,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,914,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,172,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,914,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,441,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,441,147 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $36,101 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36,101 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $40,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $321,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,923 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,815 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $53 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $445,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $310,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,291,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,291,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,737,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $310,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,381,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $703,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,130,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $707,522 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $897,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $897,328 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,854,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,368,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,916,378 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $22,562,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,266,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,813,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $22,562,278 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,266,013 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,562,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,266,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,562,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,266,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,562,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $703,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,266,013 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,266,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,914,718 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,511 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,511 | SubtotalAmt |
| Tax Based On Investment Income | $43,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,590 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $57,590 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,079 | OverpaymentAmt |
| Applied To ES Tax | $14,079 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOUIS F FRIEDMAN | IndividualWithBooksNm |
| Phone | 4104940100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS F FRIEDMAN | ||||||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | PRESIDENT | 3.50 | $0 | $0 | $0 |
| PHYLLIS C FRIEDMAN | ||||||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | VP/SECRETARY | 3.00 | $0 | $0 | $0 |
| FREDDIE J TRAUB | ||||||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| T ROWE PRICE ASSOCIATES INC | |||||
| 1307 POINT STREET | BALTIMORE | MD | 21231 | INVESTMENT MGMT | $205,015 |
| FRIEDMAN & FRIEDMAN LLP | |||||
| 409 WASHINGTON AVENUE SUITE 900 | TOWSON | MD | 21204 | ACCTG & MGMT | $166,101 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,189,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $961,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,151,773 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $51,151,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $767,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,384,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,519,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,519,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,511 | TotalTaxAmt |
| Distributable Before Adj | $2,475,714 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,475,714 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,475,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,381,520 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,381,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,475,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,266,256 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,381,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,266,256 | AppliedToYear1Amt |
| Applied To Current Year | $115,264 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,360,450 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | SANDRA R. BERMAN INFUSION CENTER | $500,000 |
| HAR SINAI-OHEB SHALOM CONGREGATION | ||||||
| 7310 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21208 | PC | HOMELESS CHILDREN BACKPACK PROGRAM | $5,000 |
| WEEKEND BACKPACKS | ||||||
| 130 W RIDGELY ROAD | TIMONIUM | MD | 21093 | PC | HOMELESS CHILDREN BACKPACK PROGRAM | $10,000 |
| B'NAI ISRAEL CONGREGATION | ||||||
| 27 LLOYD STREET | BALTIMORE | MD | 21202 | PC | CEMETERY MAINTENANCE | $10,000 |
| B'NAI ISRAEL CONGREGATION | ||||||
| 27 LLOYD STREET | BALTIMORE | MD | 21202 | PC | OPERATIONS | $20,000 |
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY ROAD | STEVENSON | MD | 21153 | PC | NURSING SCHOLARSHIPS | $40,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | DEPARTMENT OF EMERGENCY MEDICINE | $200,000 |
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY ROAD | STEVENSON | MD | 21153 | PC | PERFORMING ARTS CENTER | $400,000 |
| UM ST JOSEPH MEDICAL CENTER | ||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PC | CARDIAC DIAGNOSTIC SUITE | $200,000 |
| UNIV OF MD BALTIMORE FOUNDATION | ||||||
| 31 S GREEN STR ROOM 301 | BALTIMORE | MD | 21201 | PC | STEM CELL RESEARCH ANNUAL DINNER | $25,000 |
| CHABAD OF UMB | ||||||
| 50 E MONTGOMERY STREET | BALTIMORE | MD | 21230 | PC | PROGRAM SUPPORT | $10,000 |
| JEWELS SCHOOL | ||||||
| 31 WALKER AVENUE | BALTIMORE | MD | 21208 | PC | PRE-SCHOOL | $10,000 |
| BNOS YISROEL OF BALTIMORE | ||||||
| 6300 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | GYM PROJECT | $50,000 |
| BAIS YAAKOV SCHOOL FOR GIRLS | ||||||
| 6302 SMITH AVENUE | BALTIMORE | MD | 21209 | PC | MULTIPUPOSE ROOM | $50,000 |
| AHAVAS YISRAEL CHARITY FUND | ||||||
| 115 SUDBROOK LANE STE E | BALTIMORE | MD | 21208 | PC | HOLIDAYS CHARITY FUND | $10,000 |
| TALMUDICAL ACADEMY OF BALTIMORE | ||||||
| 4445 OLD COURT ROAD | PIKESVILLE | MD | 21208 | PC | RECREATIONAL CAMPUS | $100,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | GW REGIONAL MEDICAL CENTER | $50,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | OPERATIONS | $20,000 |
| HATZALAH OF BALTIMORE | ||||||
| 2930 TANEY ROAD | BALTIMORE | MD | 21209 | PC | EMERGENCY MEDICAL SERVICES | $10,000 |
| JEWISH CEMETERY ASSOC OF BALTIMORE | ||||||
| 1325 BEDFORD AVE 32373 | PIKESVILLE | MD | 21282 | PC | CEMETERY REPAIRS | $20,000 |
| WOMEN'S INSTITUTE OF TORAH SEMINARY | ||||||
| 6602 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | STUDENT LOUNGE & DEAN'S OFFICE | $10,000 |
| ULMAN FOUNDATION | ||||||
| 2118 E MADISON STREET | BALTIMORE | MD | 21205 | PC | AYA PATIENT PROGRAM/BEYOND CANCER | $50,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | HIGH TOUCH MEDICAL PROGRAM | $80,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | FIBEROPTIC ENDOSCOPIC EQUIPMENT | $134,920 |
| CHAI | ||||||
| 5809 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | PIKESVILLE SCHOOL FUNDING POOL | $29,600 |
| MISSION OF MERCY | ||||||
| 22 SOUTH MARKET STR 6D | FREDERICK | MD | 21701 | PC | OPERATIONS | $10,000 |
| HARFORD FAMILY HOUSE | ||||||
| 53 E BEL AIR AVE STE 3 | ABERDEEN | MD | 21001 | PC | ASSISTANCE TO HOMELESS FAMILIES | $10,000 |
| AMERICAN FRIENDS MAGEN DAVID ADOM | ||||||
| 20 W 36TH STR STE 1100 | NEW YORK | NY | 10018 | PC | OPERATIONS | $20,000 |
| UNIV OF MARYLAND SCHOOL OF MEDICINE | ||||||
| 31 S GREENE STR 3RD FL | BALTIMORE | MD | 21201 | PC | ZAFFERE RURAL MD SCHOLARS PROGRAM | $200,000 |
| OSTEOGENESIS IMPERFECTA FOUNDATION | ||||||
| PO BOX 824061 | PHILADELPHIA | PA | 19182 | PC | RESEARCH FUND | $5,000 |
| AMERICAN FRIENDS OF MEIR PANIM | ||||||
| 88 WALTON STR STE B1 | BROOKLYN | NY | 11206 | PC | FOOD RELIEF IN ISRAEL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,291,520 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | SANDRA R. BERMAN INFUSION CENTER | $1,000,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | DEPARTMENT OF EMERGENCY MEDICINE | $200,000 |
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY ROAD | STEVENSON | MD | 21153 | PC | PERFORMING ARTS CENTER | $200,000 |
| UM ST JOSEPH MEDICAL CENTER | ||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PC | CARDIAC DIAGNOSTIC SUITE | $600,000 |
| BNOS YISROEL OF BALTIMORE | ||||||
| 6300 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | GYM PROJECT | $150,000 |
| BAIS YAAKOV SCHOOL FOR GIRLS | ||||||
| 6302 SMITH AVENUE | BALTIMORE | MD | 21209 | PC | MULTIPUPOSE ROOM | $400,000 |
| TALMUDICAL ACADEMY OF BALTIMORE | ||||||
| 4445 OLD COURT ROAD | PIKESVILLE | MD | 21208 | PC | RECREATIONAL CAMPUS | $300,000 |
| WOMEN'S INSTITUTE OF TORAH SEMINARY | ||||||
| 6602 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | STUDENT LOUNGE & DEAN'S OFFICE | $30,000 |
| ULMAN FOUNDATION | ||||||
| 2118 E MADISON STREET | BALTIMORE | MD | 21205 | PC | AYA PATIENT PROGRAM/BEYOND CANCER | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,080,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,347 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $489,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,914,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,441,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,441,147 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & FRIEDMAN, LLP | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $40,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SUPPLEMENTAL STMT 6 | StockNm |
| EOY Book Value | $22,368,685 | EOYBookValueAmt |
| EOYFMV | $52,916,378 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & FRIEDMAN, LLP | CategoryTxt |
| Legal Fees | $36,101 | LegalFeesAmt |
| Net Investment Income | $36,101 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OVERNIGHT MAILING FEES | $53 | $53 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FRIEDMAN & FRIEDMAN - GRANT MGMT | $90,000 | $90,000 | |
| T. ROWE PRICE - INVESTMENT MGMT | $205,015 | $205,015 | |
| GILMAN HILL - INVESTMENT MGMT | $26,908 | $26,908 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FORM 990-PF ESTIMATED TAXES | $45,000 | |
| FOREIGN TAXES | $2,815 | $2,815 |
Comments