GOLDSMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
GOLDSMITH FAMILY FOUNDATION INC (EIN 52-1714353)
Tax period
2009-10-01 to 2010-09-30
Filed
2011-02-15
IRS object ID
201140469349100304
Schema version
2009v1.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-15T14:02:44-06:00Timestamp
Tax Period End Date2010-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BERKOWITZ & SHRAMKO CPAsBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN ROAD 430AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21208ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2009-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521714353EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE GOLDSMITH FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGOLDNameControl
Phone4104849292Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN ROAD No 430AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21208ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameALAN BERKOWITZName
TitleSEC/TREASTitle
Phone4104847700Phone
Date Signed2011-02-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALAN BERKOWITZ CPAName
Phone4104847700Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY15156224FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss377663InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm377663InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm377663InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss37992DividendsRevAndExpnss
Dividends Net Invst Incm37992DividendsNetInvstIncm
Dividends Adj Net Incm37992DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss149202NetGainSaleAssetsRevAndExpnss
Gross Sales Price14614166GrossSalesPrice
Capital Gain Net Incm Net Invst Incm149202CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses564957TotalRevenueAndExpenses
Total Net Investment Income564857TotalNetInvestmentIncome
Total Adjusted Net Income415655TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss40000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm10000CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps30000CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss49468OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm0OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm0OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps49468OthEmplSlrsWgsDsbrsChrtblPrps
Accounting Fees Rev And Expnss20532AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm16000AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps4532AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss4808TaxesRevAndExpnss
Taxes Net Invst Incm746TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps4062TaxesDsbrsChrtblPrps
Deprec And Depletion Adj Net Incm2100DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss16209OccupancyRevAndExpnss
Occupancy Net Invst Incm0OccupancyNetInvstIncm
Occupancy Adj Net Incm0OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps16209OccupancyDsbrsChrtblPrps
Other Expenses Rev And Expnss187262OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm160143OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps27119OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss318279TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm186889TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm2100TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps131390TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss688440ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps688440ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1006719TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm186889TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm2100TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps819830TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-441762ExcessOfRevenueOverExpenses
Net Investment Income377968NetInvestmentIncome
Adjusted Net Income413555AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY-20390CashBOY
Cash EOY48453CashEOY
Cash EOYFMV48453CashEOYFMV
Savings And Temp Cash Invst BOY1963830SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1832605SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1832605SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY10865547InvestmentsCorpStockBOY
Investments Corp Stock EOY10186178InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV12279319InvestmentsCorpStockEOYFMV
Investments Other BOY693620InvestmentsOtherBOY
Investments Other EOY993620InvestmentsOtherEOY
Investments Other EOYFMV992911InvestmentsOtherEOYFMV
Land Building And Equipment Basis28784LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip28784AccumDeprecLandBldgAndEquip
Other Assets BOY2936OtherAssetsBOY
Other Assets EOY2936OtherAssetsEOY
Other Assets EOYFMV2936OtherAssetsEOYFMV
Total Assets BOY13505543TotalAssetsBOY
Total Assets EOY13063792TotalAssetsEOY
Total Assets EOYFMV15156224TotalAssetsEOYFMV
Other Liabilities BOY1732OtherLiabilitiesBOY
Other Liabilities EOY1743OtherLiabilitiesEOY
Total Liabilities BOY1732TotalLiabilitiesBOY
Total Liabilities EOY1743TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY13895901CapitalStockBOY
Capital Stock EOY13895901CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-392090RetainedEarningsBOY
Retained Earnings EOY-833852RetainedEarningsEOY
Total Net Assets BOY13503811TotalNetAssetsBOY
Total Net Assets EOY13062049TotalNetAssetsEOY
Total Liabilities Net Assets BOY13505543TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY13063792TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY13503811TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-441762ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal13062049Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY13062049TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
BERNSTEINP2819372614242051320513
BERNSTEINP3263393115621477714777
GARDNER LEWISP44256434224658200985200985
GARDNER LEWISP21704462273500-103054-103054
gARDNER LEWISP2684262508141761217612
GARDNER LEWISP1972021707802642226422
garDNER LEWISP656797689190-32393-32393
GARDNER LEWISP26535902942631-289041-289041
HUFFP15650031402099162904162904
HUFFP4175803712584632246322
PNCP8683498485001984919849
PNCP7828547185486430664306
FieldValueIRS element (for citing)
Capital Gain Net Income149202CapitalGainNetIncome
Net Short Term Capital Gain Or Loss63771NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1736867QualifyingDistributionsYear1
Noncharitable Assets Year112195460NoncharitableAssetsYear1
Distribution Ratio Year10.060421DistributionRatioYear1
Qualifying Distributions Year21138028QualifyingDistributionsYear2
Noncharitable Assets Year217210576NoncharitableAssetsYear2
Distribution Ratio Year20.066124DistributionRatioYear2
Qualifying Distributions Year31216702QualifyingDistributionsYear3
Noncharitable Assets Year319058545NoncharitableAssetsYear3
Distribution Ratio Year30.063840DistributionRatioYear3
Qualifying Distributions Year4951377QualifyingDistributionsYear4
Noncharitable Assets Year418505501NoncharitableAssetsYear4
Distribution Ratio Year40.051410DistributionRatioYear4
Qualifying Distributions Year5968291QualifyingDistributionsYear5
Noncharitable Assets Year518231517NoncharitableAssetsYear5
Distribution Ratio Year50.053111DistributionRatioYear5
Total Distribution Ratio0.294906TotalDistributionRatio
Average Distribution Ratio0.058981AverageDistributionRatio
Net Noncharitable Assets14135323NetNoncharitableAssets
Adjusted Noncharitable Assets833715AdjustedNoncharitableAssets
One Percent Net Investment Income3780OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One837495AdjNonchrtblAssetsAndOnePct
Qualifying Distributions819830QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax7559InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal7559Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income7559TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment19416EstTaxPaymentsAndOverpayment
Total Credits And Payments19416TotalCreditsAndPayments
Overpayment11857Overpayment
Amount Credited To Next Year11857AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website Addresswww.goldsmithfamilyfoundation.orgWebsiteAddress
Books In Care Of Person NameALAN BERKOWITZBooksInCareOfPersonName
Books In Care Of Phone Number4104847700BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN RD 430AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21208ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BETH GOLDSMITH
1829 REISTERTOWN ROAD SUITE 430BALTIMOREMD21208PRESIDENT10.00000
ALAN BERKOWITZ
1829 REISTERTOWN ROAD SUITE 430BALTIMOREMD21208SEC/TREASURER5.002000000
RAYMOND ALTMAN
1829 REISTERTOWN ROAD SUITE 430BALTIMOREMD21208VICE PRESIDENT5.002000000
WENDY SAMET
1829 REISTERTOWN ROAD SUITE 430BALTIMOREMD21208FOUNDATION MANAGER30.004946800
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1600544AvgMonthlyCashBalances
FMV All Other Noncharitable Assets12750038FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets14350582TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets14350582AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable215259CashDeemedCharitable
Net Noncharitable Assets14135323NetNoncharitableAssets
Minimum Investment Return706766MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return706766MinimumInvestmentReturn
Tax Based On Investment Income7559TaxBasedOnInvestmentIncome
Total Tax7559TotalTax
Distributable Amount Before Adj699207DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded699207DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted699207DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions819830ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions819830QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions819830AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted699207DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year582655ExcessDistriCarryoverYear5
Excess Distri Carryover Year454240ExcessDistriCarryoverYear4
Excess Distri Carryover Year3289661ExcessDistriCarryoverYear3
Excess Distri Carryover Year2289395ExcessDistriCarryoverYear2
Excess Distri Carryover Year1136064ExcessDistriCarryoverYear1
Total Excess Distri Carryover852015TotalExcessDistriCarryover
Qualifying Distributions819830QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year699207AppliedToCurrentYear
Remaining Distri From Corpus120623RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus972638TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year582655ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year889983ExcessDistriCyovToNextYear
Excess From Year454240ExcessFromYear4
Excess From Year3289661ExcessFromYear3
Excess From Year2289395ExcessFromYear2
Excess From Year1136064ExcessFromYear1
Excess From Current Year120623ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameWENDY SAMETRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11829 REISTERSTOWN RD 430AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21208ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4104849292RecipientPhoneNumber
Form And Info And MaterialsLETTER INDICATING AMOUNT AND PURPOSE OF REQUESTFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (72 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
American Cancer Society
1515 Heather Hill LaneHunt ValleyMD21030NONEPUBLIC CHARITYGENERAL$1,000
Aspen Buddy Program
110 E Hallam StreetAspenCO81611NONEPUBLIC CHARITYGENERAL$10,000
Aspen Community Theatre
PO Box 743AspenCO81612NONEPUBLIC CHARITYGENERAL$250
Aspen Youth Center
PO Box 8266AspenCO81612NONEPUBLIC CHARITYGENERAL$100
Association of Baltimore Area Grantmakers
2 E Read StreetBaltimoreMD21202NONEPUBLIC CHARITYGENERAL$5,000
Baltimore Museum of Art
10 Art Museum DriveBaltimoreMD21218NONEPUBLIC CHARITYGENERAL$5,000
Baltimore School for the Arts
712 Cathedral StreetBaltimoreMD21201NONEPUBLIC CHARITYGENERAL$20,000
Baltimore Symphony Orchestra
1212 Cathedral StreetBaltimoreMD21201NONEPUBLIC CHARITYGENERAL$25,000
Baltimore Urban Debate League
1800 N Charles Street Suite 906BaltimoreMD21201NONEPUBLIC CHARITYGENERAL$15,000
Banner Neighborhoods Community Corp
27 South Patterson Park AveBaltimoreMD21231NONEPUBLIC CHARITYGENERAL$2,500
Bay-Brook Elementary School
4301 Tenth StreetBaltimoreMD21239NONEPUBLIC CHARITYGENERAL$3,000
Cecil Elementary School
2000 Cecil AvenueBaltimoreMD21218NONEPUBLIC CHARITYGENERAL$3,000
Center Stage
700 North Calvert StreetBaltimoreMD21202NONEPUBLIC CHARITYGENERAL$10,000
CHAI
5721 Park Heights AvenueBaltimoreMD21215NONEPUBLIC CHARITYGENERAL$18,750
City Neighbors Center Charter School
4301 Raspe AvenueBaltimoreMD21206NONEPUBLIC CHARITYGENERAL$16,000
College Bound Foundation
The Canton House 300 Water StreetBaltimoreMD21206NONEPUBLIC CHARITYGENERAL$20,000
Creative Alliance at the Patterson
3134 Eastern AvenueBaltimoreMD21224NONEPUBLIC CHARITYGENERAL$7,500
Curtis Bay Elementary School
4301 W Bay AvenueBaltimoreMD21225NONEPUBLIC CHARITYGENERAL$3,000
Dickey Hill ElementaryMiddle School
5025 Dickey Hill RoadBaltimoreMD21207NONEPUBLIC CHARITYGENERAL$7,972
East Baltimore Community School
1101 N Wolfe StreetBaltimoreMD21213NONEPUBLIC CHARITYGENERAL$3,000
Enoch Pratt Free Library
400 Cathedral StreetBaltimoreMD21201NONEPUBLIC CHARITYGENERAL$7,500
Eudaimonia Foundation Corporation
4701 Greenspring AvenueBaltimoreMD21209NONEPUBLIC CHARITYGENERAL$10,000
Everyman Theatre
1727 N Charles StreetBaltimoreMD21201NONEPUBLIC CHARITYGENERAL$10,000
Federal Hill Preparatory School
1040 Williams Street Baltimore MDBaltimoreMD21218NONEPUBLIC CHARITYGENERAL$5,49121218
Furman L Templeton Elementary School
1200 PENNSYLVANIA AVENUEBaltimoreMD21217NONEPUBLIC CHARITYGENERAL$2,556
George Washington Elementary School
800 Scott StreetBaltimoreMD21230NONEPUBLIC CHARITYGENERAL$3,000
Glenelg Country School
12793 Folly Quarter RoadEllicott CityMD21042NONEPUBLIC CHARITYGENERAL$5,000
Goucher College
1021 Dulaney Valley RoadBaltimoreMD21204NONEPUBLIC CHARITYGENERAL$25,000
Goucher Hillel
1515 Reisterstown RoadBaltimoreMD21208NONEPUBLIC CHARITYGENERAL$1,200
Hamstead Hill Academy
500 SOUTH LINWOOD AVENUEBaltimoreMD21224NONEPUBLIC CHARITYGENERAL$3,000
Harlem Park Elementary School
1401 West Lafayette AveBaltimoreMD21217NONEPUBLIC CHARITYGENERAL$3,000
Hazelwood Elementary School
4517 Hazelwood AvenueBaltimoreMD21206NONEPUBLIC CHARITYGENERAL$3,000
Higher Achievement Baltimore
1414 Key Highway Suite 300BaltimoreMD21230NONEPUBLIC CHARITYGENERAL$10,000
Incentive Mentoring Program Inc
PO Box 1584BaltimoreMD21203NONEPUBLIC CHARITYGENERAL$15,000
Johns Hopkins Multiple Sclerosis Center
600 N WOLFE STREETBaltimoreMD21287NONEPUBLIC CHARITYGENERAL$30,000
Johns Hopkins University
3213 N Charles StreetBaltimoreMD21212NONEPUBLIC CHARITYGENERAL$100,000
KIPP Ujima Village Academy
4701 Greenspring AvenueBaltimoreMD21209NONEPUBLIC CHARITYGENERAL$10,000
Lockerman-Bundy Elementary School
301 N Pulaski StreetBaltimoreMD21223NONEPUBLIC CHARITYGENERAL$3,000
Lois T Murray Elementary School
1600 Arlington AvenueBaltimoreMD21239NONEPUBLIC CHARITYGENERAL$3,000
Maryland Historical Society
201 W MONUMNET STREETBaltimoreMD21201NONEPUBLIC CHARITYGENERAL$7,500
Maryland Institute College of Art
1300 Mount Royal AvenueBaltimoreMD21217NONEPUBLIC CHARITYGENERAL$5,000
Middle Grades Partnership
3105 N Charles StreetBaltimoreMD21218NONEPUBLIC CHARITYGENERAL$30,000
Midtown Academy
1398 Mt Royal AvenueBaltimoreMD21217NONEPUBLIC CHARITYGENERAL$3,000
National Aquarium in Baltimore
501 E Pratt Street Pier 3BaltimoreMD21202NONEPUBLIC CHARITYGENERAL$2,500
National Council on Teacher Quality
1420 New York Avenue NWWashingtonDC20005NONEPUBLIC CHARITYGENERAL$15,000
National Summer Learning Assoc
800 Wyman Park DriveBaltimoreMD21211NONEPUBLIC CHARITYGENERAL$5,000
Neshama Center
PO Box 8064 Aspen CO 81612AspenCO81612NONEPUBLIC CHARITYGENERAL$1,000
Network for Teaching Entrepreneurship
3225 Ellerslie AvenueBaltimoreMD21218NONEPUBLIC CHARITYGENERAL$12,000
New Leaders for New Schools
1 E Mt Royal AvenueBaltimoreMD21202NONEPUBLIC CHARITYGENERAL$20,000
Project Garrison
3910 Barrington RoadBaltimoreMD21207NONEPUBLIC CHARITYGENERAL$20,000
Samuel Coleridge-Taylor Elementary
507 W Preston StreetBaltimoreMD21201NONEPUBLIC CHARITYGENERAL$2,999
Shoshana S Cardin Jewish Comm School
11299 Owings Mills BlvdOwings MillsMD21117NONEPUBLIC CHARITYGENERAL$1,000
South Baltimore Learning Center
28 East Ostend StreetBaltimoreMD21230NONEPUBLIC CHARITYGENERAL$15,000
Southern Inst for Education & Research
31 MCALLISTER DRIVENEW ORLEANSLA70118NONEPUBLIC CHARITYGENERAL$1,200
St Francis Neighborhood Center
2405 Linden AvenueBaltimoreMD21217NONEPUBLIC CHARITYGENERAL$1,000
St Vincent De Paul Society of Baltimore
2305 N CHARLES STREETBaltimoreMD21218NONEPUBLIC CHARITYGENERAL$1,080
Teach for America
711 West 40th Street Suite 356BaltimoreMD21211NONEPUBLIC CHARITYGENERAL$50,000
The Community School
337 West 30th StreetBaltimoreMD21211NONEPUBLIC CHARITYGENERAL$10,000
The Greater Baltimore Chapter of Hadassah
3723 Old Court RoadBaltimoreMD21208NONEPUBLIC CHARITYGENERAL$1,000
The Green School of Baltimore
2800 Brendan AvenueBaltimoreMD21213NONEPUBLIC CHARITYGENERAL$3,000
The Pumpkin Theatre
8415 Bellona Lane Suite 115BaltimoreMD21204NONEPUBLIC CHARITYGENERAL$2,500
The Rodwell Dart Memorial Foundation
POBox 3631AspenCO81612NONEPUBLIC CHARITYGENERAL$1,000
The US Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20005NONEPUBLIC CHARITYGENERAL$20,000
The Walters Art Museum
600 North Charles StreetBaltimoreMD21201NONEPUBLIC CHARITYGENERAL$5,000
Thomas Jefferson Elementary School
605 Dryden DriveBaltimoreMD21229NONEPUBLIC CHARITYGENERAL$2,980
Thomas Johnson Elementary School
100 E Heath StreetBaltimoreMD21230NONEPUBLIC CHARITYGENERAL$2,113
United Cerebral Palsy of Central Maryland
8002 Brynmor Court Apt 603BaltimoreMD21208NONEPUBLIC CHARITYGENERAL$1,000
Urban Teacher Center
1414 Key Highway Suite 300BaltimoreMD21230NONEPUBLIC CHARITYGENERAL$10,000
William Paca Elementary School
200 N Lakewood AvenueBaltimoreMD21224NONEPUBLIC CHARITYGENERAL$3,000
Windsor Hills ElementaryMiddle School
4001 Alto RoadBaltimoreMD21206NONEPUBLIC CHARITYGENERAL$2,249
Woodbourne
1301 Woodbourne AvenueBaltimoreMD21239NONEPUBLIC CHARITYGENERAL$500
Young Audiences of Maryland
927 North CalvertBaltimoreMD21202NONEPUBLIC CHARITYGENERAL$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year688440TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$377,663ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$37,992ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$149,202ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$564,857ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA564857TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$20,532Amount
Net Investment Income16000NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps4532DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockVARIOUS CORPORATE STOCKSNameOfStock
EOY Book Value10186178EOYBookValue
EOYFMV12279319EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
INVESTMENTSAT COST693620693620
CERTIFICATE OF DEPOSITSAT COST300000299291

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDIVIDENDS RECEIVABLEDescription
BOY Book Value2936BOYBookValue
EOY Book Value2936EOYBookValue
EOYFMV2936EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (12 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MARGIN INTEREST516895168900
INVESTMENT FEES10845410845400
OFFICE5085005085
TELEPHONE75000750
COMPUTER EXPENSE3038003038
SEMINARS & EDUCATION55500555
INSURANCE8192008192
DUES & SUBSCRIPTIONS7500007500
MISCELLANEOUS17700177
POSTAGE AND DELIVERY57200572
LEGAL31900319
TRAVEL93100931

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionPAYROLL LIABILITIESDescription
BOY Book Value1732BOYBookValue
EOY Book Value1743EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAX WITHHELD$74674600
PAYROLL TAX EXPENSE$4,062004062

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