DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND BARBARA B HIRSCHHORN FOUNDATION INC (EIN 52-1489400)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-22
- IRS object ID
- 201103269349100200
- Schema version
- 2010v3.2
- 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
- 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 | 2011-11-22T06:56:20-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-11-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sandra L Glock | Name |
| Phone | 4103477114 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 40698806 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 503300 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 90735 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 90735 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 908257 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 908257 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1116168 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9390467 | GrossSalesPrice |
| Other Income Rev And Expnss | 89535 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -180340 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 475659 | TotalRevenueAndExpenses |
| Total Net Investment Income | 818652 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 82160 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 82160 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 27716 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 27716 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 69266 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 27706 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 41560 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 90037 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 90037 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 19333 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8390 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 14700 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 14700 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 329 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 329 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1911 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1911 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 305452 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 126133 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 168376 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2651150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2651150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2956602 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 126133 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2819526 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2480943 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 692519 | 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 | 5736738 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3211505 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3211505 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 37496357 | InvestmentsOtherBOY |
| Investments Other EOY | 37540647 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 37472739 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 43247657 | TotalAssetsBOY |
| Total Assets EOY | 40766714 | TotalAssetsEOY |
| Total Assets EOYFMV | 40698806 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 43247657 | CapitalStockBOY |
| Capital Stock EOY | 40766714 | CapitalStockEOY |
| Total Net Assets BOY | 43247657 | TotalNetAssetsBOY |
| Total Net Assets EOY | 40766714 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 43247657 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 40766714 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 43247657 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2480943 | ExcessOfRevenueOverExpenses |
| Subtotal | 40766714 | Subtotal |
| Total Net Assets Fund Balances EOY | 40766714 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 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 |
|---|---|---|---|---|---|---|---|
| DFA Dividend Reinvestment LT Gain | P | 2009-01-10 | 2010-12-31 | 51934 | 51934 | 51934 | |
| DFA Dividend Reinvestment ST Gain | P | 2010-01-01 | 2010-12-31 | 7367 | 7367 | 7367 | |
| PEP V - Short Term | P | 2010-01-01 | 2010-12-31 | 2168 | 2168 | 2168 | |
| PEP V - Long Term | P | 2009-01-01 | 2010-12-31 | 24291 | 24291 | 24291 | |
| Oak Hill Reit - Short Term | P | 2010-01-01 | 2010-12-31 | -281605 | -281605 | 281605 | |
| Oak Hill Reit - Long Term | P | 2009-01-01 | 2010-12-31 | 44513 | 44513 | 44513 | |
| Perennial Real Estate - Short Term | P | 2010-01-01 | 2010-12-31 | 3894 | 3894 | 3894 | |
| Perennial Real Estate - Long Term | P | 2009-01-01 | 2010-12-31 | 3226 | 3226 | 3226 | |
| Asiom Asia - Short Term | P | 2010-01-01 | 2010-12-31 | 3836 | 3836 | 3836 | |
| Asiom Asia II - Long Term | P | 2010-01-01 | 2010-12-31 | 6317 | 6317 | 6317 | |
| Mesirow - Short Term | P | 2010-01-01 | 2010-12-31 | 945 | 945 | 945 | |
| Mesirow - Long Term | P | 2010-01-01 | 2010-12-31 | -1553 | -1553 | 1553 | |
| Madison III - Long Term | P | 2010-01-01 | 2010-12-31 | 10044 | 10044 | 10044 | |
| Osterweis - Equities LT (See att'd stmt) | P | 2010-01-01 | 2010-12-31 | 744878 | 186482 | 186482 | 558396 |
| Osterweis - Equities ST (See att'd stmt) | P | 2010-01-01 | 2010-12-31 | 970736 | -20125 | -20125 | 990861 |
| 108574.61 Vanguard Total Stock (See att'd stmt) | P | 2005-05-11 | 2010-01-05 | 2925000 | -961993 | -961993 | 3886993 |
| 48436.097 Vanguard Total Stock (See att'd stmt) | P | 2005-05-11 | 2010-05-25 | 1251104 | -481403 | -481403 | 1732507 |
| 25 State of Israel Bond | P | 2000-03-01 | 2010-03-29 | 25000 | 25000 | ||
| 51665.226 RidgeworthSEIX Hi Yield (See att'd stmt) | P | 2009-05-25 | 2010-11-26 | 504769 | 51141 | 51141 | 453628 |
| 42210.618 PIMCO Total Return (See att'd stmt) | P | 2005-05-11 | 2010-11-26 | 485000 | 38231 | 38231 | 446769 |
| 12768.012 PIMCO Low Duration (See att'd stmt) | P | 2005-05-11 | 2010-05-25 | 132915 | 3008 | 3008 | 129907 |
| 1 HH Brown Advisory (See attached stmt) | P | 2009-01-30 | 2010-03-31 | 1587629 | 188895 | 188895 | 1398734 |
| 7000 Exxon Mobil Corp | D | 2010-12-10 | 2010-12-17 | 504901 | 502591 | 502591 | 2310 |
| 10940.919 RidgeworthSEIX Hi Yield (See att'd stmt) | P | 2009-08-25 | 2010-05-25 | 100000 | 2618 | 2618 | 97382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -615178 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2197901 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 34619579 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06349 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2464180 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 38075511 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06472 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2683947 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 42134249 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06370 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1909649 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 39588118 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04824 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1715196 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 38557781 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04448 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28463 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05693 | AverageDistributionRatio |
| Net Noncharitable Assets | 38659270 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2200679 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6925 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2207604 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2819526 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6925 | InvestmentIncomeExciseTax |
| Subtotal | 6925 | Subtotal |
| Tax Based On Investment Income | 6925 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 27531 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 27531 | TotalCreditsAndPayments |
| Overpayment | 20606 | Overpayment |
| Amount Credited To Next Year | 20606 | 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 (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 | 41606 |
| JP Morgan | |||||
| 500 Stanton Christiana Road | Newark | DE | 19713 | Investment services | 48431 |
| Atapco Financial Services | |||||
| 10 E Baltimore St | Baltimore | MD | 21202 | Tax & Accounting | 69200 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 35861789 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3386201 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 39247990 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 39247990 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 588720 | CashDeemedCharitable |
| Net Noncharitable Assets | 38659270 | NetNoncharitableAssets |
| Minimum Investment Return | 1932964 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1932964 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6925 | TaxBasedOnInvestmentIncome |
| Total Tax | 6925 | TotalTax |
| Distributable Amount Before Adj | 1926039 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1926039 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1926039 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2819526 | ExpensesAndContributions |
| Qualifying Distributions | 2819526 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6925 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2812601 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1926039 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 25590 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 775303 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 578854 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 547042 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1926789 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2819526 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1926039 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 893487 | RemainingDistriFromCorpus |
| Total Corpus | 2820276 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2820276 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 25590 | ExcessFromYear4 |
| Excess From Year3 | 775303 | ExcessFromYear3 |
| Excess From Year2 | 578854 | ExcessFromYear2 |
| Excess From Year1 | 547042 | ExcessFromYear1 |
| Excess From Current Year | 893487 | 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 | $2,651,150 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2651150 | 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 | $2,018,800 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 2018800 | 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 | $90,735 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $908,257 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,116,168 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (10 entries)
| DescriptionDescription | Business CodeBusinessCode | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|---|---|
| Prime Finance II | 900000 | 18 | $1,450 | |
| Perennial Real Estate Fd | 900000 | 18 | $61,826 | -$10,294 |
| PEP V | 900000 | 18 | -$23,201 | |
| Oak Hill Reit | 900000 | 18 | $5,991 | |
| Miscellaneous Income | 900000 | 18 | $15,100 | |
| MIRELF III Eastbridge | 900000 | 18 | -$2,322 | |
| MIRELF III Australia | 900000 | 18 | -$8,180 | |
| Mesirow Financial Private | 900000 | 18 | $51,261 | -$1,640 |
| Madison Int'l RE Fd III | 900000 | 18 | -$8,509 | |
| Axiom Asia | 900000 | 18 | $8,053 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$11,934 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$15,707 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -27641 | 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 | Barbara B Hirschhorn | 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 | 503300 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 7,000 shares of Exxon Mobil Corporation common stock | NoncashPropertyDescription |
| Fair Market Value | 503300 | FairMarketValue |
| Date Received | 2010-12-10 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Other | $66 | 26 | 0 | 40 |
| Atapco Financial Services | $69,200 | 27680 | 0 | 41520 |
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 | 774 | 774 |
| Supplies | 383 | 383 |
| Miscellaneous | 129 | 129 |
| Equipment Maintenance | 625 | 625 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Prime Finance II | 1450 | -7164 |
| Perennial Real Estate Fd | 51532 | -32717 |
| PEP V | -23201 | -13576 |
| Oak Hill Reit | 5991 | -73373 |
| Miscellaneous Income | 15100 | 15100 |
| MIRELF III Eastbridge | -2322 | -2322 |
| MIRELF III Australia | -8180 | -8179 |
| Mesirow Financial Private | 49621 | -33136 |
| Madison Int'l RE Fd III | -8509 | -8508 |
| Axiom Asia | 8053 | -16465 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| JP Morgan | $48,431 | 48431 | 0 | 0 |
| Greycourt | $41,606 | 41606 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign Tax Paid | $8,390 | 8390 |
| Excise Taxes | $10,943 |
Comments