DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201203179349100020
- Schema version
- 2011v1.2
- 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
- Schedule B
- 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 | 2012-11-12T13:11:07-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sandra L Glock | Name |
| Phone | 4103477114 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 37723552 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 17525 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17525 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 938768 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 938768 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -802432 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16837313 | GrossSalesPrice |
| Other Income Rev And Expnss | -15530 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -135016 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 238331 | TotalRevenueAndExpenses |
| Total Net Investment Income | 821277 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 80845 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 80845 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 28753 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 28753 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 71215 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 28495 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 42720 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 121059 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 121059 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1291 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11291 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 11515 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 11515 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 480 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 480 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1526 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1526 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 316684 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 160845 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 165839 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2461144 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2461144 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2777828 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 160845 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2626983 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2539497 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 660432 | 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 | 3211505 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3448768 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3448768 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 37540647 | InvestmentsOtherBOY |
| Investments Other EOY | 34763887 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 34260222 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 40766714 | TotalAssetsBOY |
| Total Assets EOY | 38227217 | TotalAssetsEOY |
| Total Assets EOYFMV | 37723552 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 40766714 | CapitalStockBOY |
| Capital Stock EOY | 38227217 | CapitalStockEOY |
| Total Net Assets BOY | 40766714 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38227217 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 40766714 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38227217 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 40766714 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2539497 | ExcessOfRevenueOverExpenses |
| Subtotal | 38227217 | Subtotal |
| Total Net Assets Fund Balances EOY | 38227217 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| Mesirow - Short Term | P | 2011-01-01 | 2011-01-03 | 755 | 755 | 755 | |
| Mesirow - Long Term | P | 2000-01-01 | 2011-12-31 | 11355 | 11355 | 11355 | |
| Axiom Asia - Short Term | P | 2011-01-01 | 2011-01-03 | 989 | 989 | 989 | |
| Axiom Asia LT Gain | P | 2001-01-01 | 2011-12-31 | 6548 | 6548 | 6548 | |
| Perennial ST Gain | P | 2011-01-01 | 2011-01-03 | 2277 | 2277 | 2277 | |
| Perennial LT Gain | P | 2001-01-01 | 2011-12-31 | -11113 | -11113 | 11113 | |
| PEP V - Short Term | P | 2011-01-01 | 2011-01-03 | 3207 | 3207 | 3207 | |
| PEP V - Long Term | P | 2001-01-01 | 2011-12-31 | 7478 | 7478 | 7478 | |
| Oak Hill Reit - Short Term | P | 2011-01-01 | 2011-02-01 | -180580 | -180580 | 180580 | |
| Oak Hill Reit Long Term | P | 2001-01-01 | 2011-12-31 | 176621 | 176621 | 176621 | |
| Madison III - Long Term | P | 2001-01-01 | 2011-12-31 | -41825 | -41825 | 41825 | |
| DFA Dividend Reinvestment LT Gain | P | 2001-01-01 | 2011-12-31 | 14910 | 14910 | 14910 | |
| Osterweis - Equities ST (See att'd stmt) | P | 2011-01-01 | 2011-02-01 | 1504099 | -194442 | -194442 | 1698541 |
| Osterweis - Equities LT (See att'd stmt) | P | 2001-01-01 | 2011-12-31 | 2584844 | 741877 | 741877 | 1842967 |
| Oak Hill Reit LP | P | 2009-06-01 | 2011-09-15 | 1449220 | -2152 | -2152 | 1451372 |
| 89574.75 Vanquard Inflation Protect | P | 2009-04-01 | 2011-07-15 | 2403290 | 262650 | 262650 | 2140640 |
| 126582.28 Pimco Low HHMutFd | P | 2005-05-11 | 2011-11-28 | 1300000 | 25134 | 25134 | 1274866 |
| 3212.99 MSIF 9 122007 | P | 2007-12-20 | 2011-07-11 | 45400 | -14265 | -14265 | 59665 |
| 5072.78 MSIF 8 122206 | P | 2006-12-22 | 2011-07-11 | 71678 | -32517 | -32517 | 104195 |
| 30902.33 MSIF 7 122206 | P | 2006-12-22 | 2011-07-11 | 436650 | -198084 | -198084 | 634734 |
| 1419.38 MSIF 6 122206 | P | 2006-12-22 | 2011-07-11 | 20056 | -9098 | -9098 | 29154 |
| 73710.07 MSIF 5 122805 | P | 2005-12-28 | 2011-07-11 | 1041523 | -458477 | -458477 | 1500000 |
| 1620.1 MSIF 4 122705 | P | 2005-12-27 | 2011-07-11 | 22892 | -10158 | -10158 | 33050 |
| 6949.77 MSIF 3 122705 | P | 2005-12-27 | 2011-07-11 | 98200 | -43575 | -43575 | 141775 |
| 735.063 MSIF 2 122705 | P | 2005-12-27 | 2011-07-11 | 10386 | -4609 | -4609 | 14995 |
| 71139.56 MSIF 1 032205 | P | 2005-03-22 | 2011-07-11 | 1005202 | -501534 | -501534 | 1506736 |
| 7449.99 MSIF 12 121809 | P | 2009-12-18 | 2011-07-11 | 105268 | 9908 | 9908 | 95360 |
| 34582.34 MSIF 11 121908 | P | 2008-12-19 | 2011-07-11 | 488648 | 121038 | 121038 | 367610 |
| 36949.43 MSIF 10 122007 | P | 2007-12-20 | 2011-07-11 | 522095 | -164056 | -164056 | 686151 |
| 0.672 Buffalo Small Cap | P | 2005-01-24 | 2011-09-09 | 15 | -2 | -2 | 17 |
| 23846.84 Buffalo Small Cap | P | 2005-01-24 | 2011-09-09 | 532500 | -87585 | -87585 | 620085 |
| 68574.69 American Fds EuroP | P | 2006-10-02 | 2011-07-14 | 2910310 | -222568 | -222568 | 3132878 |
| 32.392 MSIF 14070711 | P | 2011-07-02 | 2011-07-11 | 458 | -14 | -14 | 472 |
| 4059.73 MSIF 13121710 | P | 2010-12-17 | 2011-07-11 | 57364 | 2882 | 2882 | 54482 |
| 343.96 Capital Private Client Cap | P | 2011-12-30 | 2011-10-18 | 3075 | -303 | -303 | 3378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -789328 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -365229 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2812601 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 38659270 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07275 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2197901 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 34619579 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06349 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2464180 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 38075511 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06472 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2683947 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 42134249 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06370 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1909649 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 39588118 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04824 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.31290 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06258 | AverageDistributionRatio |
| Net Noncharitable Assets | 39491358 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2471330 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6604 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2477934 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2626983 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6604 | InvestmentIncomeExciseTax |
| Subtotal | 6604 | Subtotal |
| Tax Based On Investment Income | 6604 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 20606 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 20606 | TotalCreditsAndPayments |
| Overpayment | 14002 | Overpayment |
| Amount Credited To Next Year | 14002 | 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 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| Greycourt | |||||
| 607 College Avenue | Pittsburgh | PA | 15232 | Investment services | 71602 |
| JP Morgan | |||||
| 500 Stanton Christiana Road | Newark | DE | 19713 | Investment services | 46626 |
| 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 | 37122073 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2970676 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 40092749 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 40092749 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 601391 | CashDeemedCharitable |
| Net Noncharitable Assets | 39491358 | NetNoncharitableAssets |
| Minimum Investment Return | 1974568 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1974568 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6604 | TaxBasedOnInvestmentIncome |
| Total Tax | 6604 | TotalTax |
| Distributable Amount Before Adj | 1967964 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1967964 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1967964 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2626983 | ExpensesAndContributions |
| Qualifying Distributions | 2626983 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6604 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2620379 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1967964 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 25590 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 775303 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 578854 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 547042 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 783611 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2710400 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2626983 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1967964 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 659019 | RemainingDistriFromCorpus |
| Total Corpus | 3369419 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 25590 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3343829 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 775303 | ExcessFromYear4 |
| Excess From Year3 | 578854 | ExcessFromYear3 |
| Excess From Year2 | 547042 | ExcessFromYear2 |
| Excess From Year1 | 783611 | ExcessFromYear1 |
| Excess From Current Year | 659019 | 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 | $2,461,144 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2461144 | 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 | $1,412,416 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1412416 | 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 | $17,525 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $938,768 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$802,432 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (10 entries)
| DescriptionDescription | Business CodeBusinessCode | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|---|---|
| Prime Finance II | 900000 | 18 | -$5,810 | |
| Perennial Real Estate Fd | 900000 | 18 | $15,731 | $555 |
| PEP V | 900000 | 18 | $16,332 | $55 |
| Oak Hill Reit | 900000 | 18 | -$78,254 | |
| Miscellaneous Income | 900000 | 18 | $89 | |
| MIRELF III Eastbridge | 900000 | 18 | ||
| MIRELF III Australia | 900000 | 18 | ||
| Mesirow Financial Private | 900000 | 18 | $64,415 | $687 |
| Madison Int'l RE Fd III | 900000 | 18 | -$8,371 | |
| Axiom Asia | 900000 | 18 | -$20,959 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $1,297 | UnrelatedBusinessIncomeAmount |
| Exclusion | $137,034 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 138331 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | 3510 LLC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 E Baltimore St | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212021620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Other | $15 | 15 | 0 | 0 |
| Atapco Financial Services | $71,200 | 28480 | 0 | 42720 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation (3 entries)
| JP Morgan |
| Greycourt |
| Atapco Financial Services |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Web Site Support | 96 | 96 |
| Supplies | 553 | 553 |
| Miscellaneous | 255 | 255 |
| Equipment Maintenance | 622 | 622 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Prime Finance II | -5810 | -9622 |
| Perennial Real Estate Fd | 16286 | -25757 |
| PEP V | 16387 | -9674 |
| Oak Hill Reit | -78254 | -23735 |
| Miscellaneous Income | 89 | 89 |
| Mesirow Financial Private | 65102 | -32740 |
| Madison Int'l RE Fd III | -8371 | -8372 |
| Axiom Asia | -20959 | -25205 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Other | $65 | 65 | 0 | 0 |
| JP Morgan | $46,626 | 46626 | 0 | 0 |
| Greycourt | $71,603 | 71603 | 0 | 0 |
| Capital Guardian | $3,065 | 3065 | 0 | 0 |
| Axiom Investment | $300 | -300 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign Tax Paid | $11,291 | 11291 |
| Excise Taxes | $10,000 |
Comments