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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T14:02:44-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ & SHRAMKO CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN ROAD 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521714353 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDSMITH FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOLD | NameControl |
| Phone | 4104849292 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN ROAD No 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN BERKOWITZ | Name |
| Title | SEC/TREAS | Title |
| Phone | 4104847700 | Phone |
| Date Signed | 2011-02-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN BERKOWITZ CPA | Name |
| Phone | 4104847700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 15156224 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 377663 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 377663 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 377663 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 37992 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37992 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 37992 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 149202 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 14614166 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 149202 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 564957 | TotalRevenueAndExpenses |
| Total Net Investment Income | 564857 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 415655 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 40000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 10000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 30000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 49468 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 49468 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 20532 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 16000 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4532 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4808 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 746 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 4062 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Adj Net Incm | 2100 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 16209 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 16209 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 187262 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 160143 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27119 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 318279 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 186889 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 2100 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 131390 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 688440 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 688440 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1006719 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 186889 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 2100 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 819830 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -441762 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 377968 | NetInvestmentIncome |
| Adjusted Net Income | 413555 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -20390 | CashBOY |
| Cash EOY | 48453 | CashEOY |
| Cash EOYFMV | 48453 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1963830 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1832605 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1832605 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 10865547 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10186178 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12279319 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 693620 | InvestmentsOtherBOY |
| Investments Other EOY | 993620 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 992911 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 28784 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 28784 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 2936 | OtherAssetsBOY |
| Other Assets EOY | 2936 | OtherAssetsEOY |
| Other Assets EOYFMV | 2936 | OtherAssetsEOYFMV |
| Total Assets BOY | 13505543 | TotalAssetsBOY |
| Total Assets EOY | 13063792 | TotalAssetsEOY |
| Total Assets EOYFMV | 15156224 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1732 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1743 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1732 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1743 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 13895901 | CapitalStockBOY |
| Capital Stock EOY | 13895901 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -392090 | RetainedEarningsBOY |
| Retained Earnings EOY | -833852 | RetainedEarningsEOY |
| Total Net Assets BOY | 13503811 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13062049 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13505543 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 13063792 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13503811 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -441762 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 13062049 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 13062049 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BERNSTEIN | P | 281937 | 261424 | 20513 | 20513 |
| BERNSTEIN | P | 326339 | 311562 | 14777 | 14777 |
| GARDNER LEWIS | P | 4425643 | 4224658 | 200985 | 200985 |
| GARDNER LEWIS | P | 2170446 | 2273500 | -103054 | -103054 |
| gARDNER LEWIS | P | 268426 | 250814 | 17612 | 17612 |
| GARDNER LEWIS | P | 197202 | 170780 | 26422 | 26422 |
| garDNER LEWIS | P | 656797 | 689190 | -32393 | -32393 |
| GARDNER LEWIS | P | 2653590 | 2942631 | -289041 | -289041 |
| HUFF | P | 1565003 | 1402099 | 162904 | 162904 |
| HUFF | P | 417580 | 371258 | 46322 | 46322 |
| PNC | P | 868349 | 848500 | 19849 | 19849 |
| PNC | P | 782854 | 718548 | 64306 | 64306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 149202 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 63771 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 736867 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12195460 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060421 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1138028 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 17210576 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066124 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1216702 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19058545 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063840 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 951377 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18505501 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051410 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 968291 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 18231517 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053111 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.294906 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058981 | AverageDistributionRatio |
| Net Noncharitable Assets | 14135323 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 833715 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3780 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 837495 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 819830 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7559 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7559 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7559 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 19416 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 19416 | TotalCreditsAndPayments |
| Overpayment | 11857 | Overpayment |
| Amount Credited To Next Year | 11857 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | www.goldsmithfamilyfoundation.org | WebsiteAddress |
| Books In Care Of Person Name | ALAN BERKOWITZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4104847700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN RD 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BETH GOLDSMITH | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| ALAN BERKOWITZ | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | SEC/TREASURER | 5.00 | 20000 | 0 | 0 |
| RAYMOND ALTMAN | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | VICE PRESIDENT | 5.00 | 20000 | 0 | 0 |
| WENDY SAMET | ||||||||
| 1829 REISTERTOWN ROAD SUITE 430 | BALTIMORE | MD | 21208 | FOUNDATION MANAGER | 30.00 | 49468 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1600544 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 12750038 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14350582 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 14350582 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 215259 | CashDeemedCharitable |
| Net Noncharitable Assets | 14135323 | NetNoncharitableAssets |
| Minimum Investment Return | 706766 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 706766 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7559 | TaxBasedOnInvestmentIncome |
| Total Tax | 7559 | TotalTax |
| Distributable Amount Before Adj | 699207 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 699207 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 699207 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 819830 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 819830 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 819830 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 699207 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 82655 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 54240 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 289661 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 289395 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 136064 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 852015 | TotalExcessDistriCarryover |
| Qualifying Distributions | 819830 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 699207 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 120623 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 972638 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 82655 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 889983 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 54240 | ExcessFromYear4 |
| Excess From Year3 | 289661 | ExcessFromYear3 |
| Excess From Year2 | 289395 | ExcessFromYear2 |
| Excess From Year1 | 136064 | ExcessFromYear1 |
| Excess From Current Year | 120623 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WENDY SAMET | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 REISTERSTOWN RD 430 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4104849292 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER INDICATING AMOUNT AND PURPOSE OF REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (72 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society | ||||||||
| 1515 Heather Hill Lane | Hunt Valley | MD | 21030 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| Aspen Buddy Program | ||||||||
| 110 E Hallam Street | Aspen | CO | 81611 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Aspen Community Theatre | ||||||||
| PO Box 743 | Aspen | CO | 81612 | NONE | PUBLIC CHARITY | GENERAL | $250 | |
| Aspen Youth Center | ||||||||
| PO Box 8266 | Aspen | CO | 81612 | NONE | PUBLIC CHARITY | GENERAL | $100 | |
| Association of Baltimore Area Grantmakers | ||||||||
| 2 E Read Street | Baltimore | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Baltimore Museum of Art | ||||||||
| 10 Art Museum Drive | Baltimore | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Baltimore School for the Arts | ||||||||
| 712 Cathedral Street | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Baltimore Symphony Orchestra | ||||||||
| 1212 Cathedral Street | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| Baltimore Urban Debate League | ||||||||
| 1800 N Charles Street Suite 906 | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| Banner Neighborhoods Community Corp | ||||||||
| 27 South Patterson Park Ave | Baltimore | MD | 21231 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| Bay-Brook Elementary School | ||||||||
| 4301 Tenth Street | Baltimore | MD | 21239 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Cecil Elementary School | ||||||||
| 2000 Cecil Avenue | Baltimore | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Center Stage | ||||||||
| 700 North Calvert Street | Baltimore | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| CHAI | ||||||||
| 5721 Park Heights Avenue | Baltimore | MD | 21215 | NONE | PUBLIC CHARITY | GENERAL | $18,750 | |
| City Neighbors Center Charter School | ||||||||
| 4301 Raspe Avenue | Baltimore | MD | 21206 | NONE | PUBLIC CHARITY | GENERAL | $16,000 | |
| College Bound Foundation | ||||||||
| The Canton House 300 Water Street | Baltimore | MD | 21206 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Creative Alliance at the Patterson | ||||||||
| 3134 Eastern Avenue | Baltimore | MD | 21224 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| Curtis Bay Elementary School | ||||||||
| 4301 W Bay Avenue | Baltimore | MD | 21225 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Dickey Hill ElementaryMiddle School | ||||||||
| 5025 Dickey Hill Road | Baltimore | MD | 21207 | NONE | PUBLIC CHARITY | GENERAL | $7,972 | |
| East Baltimore Community School | ||||||||
| 1101 N Wolfe Street | Baltimore | MD | 21213 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Enoch Pratt Free Library | ||||||||
| 400 Cathedral Street | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| Eudaimonia Foundation Corporation | ||||||||
| 4701 Greenspring Avenue | Baltimore | MD | 21209 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Everyman Theatre | ||||||||
| 1727 N Charles Street | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Federal Hill Preparatory School | ||||||||
| 1040 Williams Street Baltimore MD | Baltimore | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $5,491 | 21218 |
| Furman L Templeton Elementary School | ||||||||
| 1200 PENNSYLVANIA AVENUE | Baltimore | MD | 21217 | NONE | PUBLIC CHARITY | GENERAL | $2,556 | |
| George Washington Elementary School | ||||||||
| 800 Scott Street | Baltimore | MD | 21230 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Glenelg Country School | ||||||||
| 12793 Folly Quarter Road | Ellicott City | MD | 21042 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Goucher College | ||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 21204 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| Goucher Hillel | ||||||||
| 1515 Reisterstown Road | Baltimore | MD | 21208 | NONE | PUBLIC CHARITY | GENERAL | $1,200 | |
| Hamstead Hill Academy | ||||||||
| 500 SOUTH LINWOOD AVENUE | Baltimore | MD | 21224 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Harlem Park Elementary School | ||||||||
| 1401 West Lafayette Ave | Baltimore | MD | 21217 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Hazelwood Elementary School | ||||||||
| 4517 Hazelwood Avenue | Baltimore | MD | 21206 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Higher Achievement Baltimore | ||||||||
| 1414 Key Highway Suite 300 | Baltimore | MD | 21230 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Incentive Mentoring Program Inc | ||||||||
| PO Box 1584 | Baltimore | MD | 21203 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| Johns Hopkins Multiple Sclerosis Center | ||||||||
| 600 N WOLFE STREET | Baltimore | MD | 21287 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| Johns Hopkins University | ||||||||
| 3213 N Charles Street | Baltimore | MD | 21212 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |
| KIPP Ujima Village Academy | ||||||||
| 4701 Greenspring Avenue | Baltimore | MD | 21209 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| Lockerman-Bundy Elementary School | ||||||||
| 301 N Pulaski Street | Baltimore | MD | 21223 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Lois T Murray Elementary School | ||||||||
| 1600 Arlington Avenue | Baltimore | MD | 21239 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Maryland Historical Society | ||||||||
| 201 W MONUMNET STREET | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| Maryland Institute College of Art | ||||||||
| 1300 Mount Royal Avenue | Baltimore | MD | 21217 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Middle Grades Partnership | ||||||||
| 3105 N Charles Street | Baltimore | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| Midtown Academy | ||||||||
| 1398 Mt Royal Avenue | Baltimore | MD | 21217 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| National Aquarium in Baltimore | ||||||||
| 501 E Pratt Street Pier 3 | Baltimore | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| National Council on Teacher Quality | ||||||||
| 1420 New York Avenue NW | Washington | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| National Summer Learning Assoc | ||||||||
| 800 Wyman Park Drive | Baltimore | MD | 21211 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Neshama Center | ||||||||
| PO Box 8064 Aspen CO 81612 | Aspen | CO | 81612 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| Network for Teaching Entrepreneurship | ||||||||
| 3225 Ellerslie Avenue | Baltimore | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $12,000 | |
| New Leaders for New Schools | ||||||||
| 1 E Mt Royal Avenue | Baltimore | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Project Garrison | ||||||||
| 3910 Barrington Road | Baltimore | MD | 21207 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Samuel Coleridge-Taylor Elementary | ||||||||
| 507 W Preston Street | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $2,999 | |
| Shoshana S Cardin Jewish Comm School | ||||||||
| 11299 Owings Mills Blvd | Owings Mills | MD | 21117 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| South Baltimore Learning Center | ||||||||
| 28 East Ostend Street | Baltimore | MD | 21230 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| Southern Inst for Education & Research | ||||||||
| 31 MCALLISTER DRIVE | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | GENERAL | $1,200 | |
| St Francis Neighborhood Center | ||||||||
| 2405 Linden Avenue | Baltimore | MD | 21217 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| St Vincent De Paul Society of Baltimore | ||||||||
| 2305 N CHARLES STREET | Baltimore | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $1,080 | |
| Teach for America | ||||||||
| 711 West 40th Street Suite 356 | Baltimore | MD | 21211 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| The Community School | ||||||||
| 337 West 30th Street | Baltimore | MD | 21211 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| The Greater Baltimore Chapter of Hadassah | ||||||||
| 3723 Old Court Road | Baltimore | MD | 21208 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| The Green School of Baltimore | ||||||||
| 2800 Brendan Avenue | Baltimore | MD | 21213 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| The Pumpkin Theatre | ||||||||
| 8415 Bellona Lane Suite 115 | Baltimore | MD | 21204 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| The Rodwell Dart Memorial Foundation | ||||||||
| POBox 3631 | Aspen | CO | 81612 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| The US Holocaust Memorial Museum | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| The Walters Art Museum | ||||||||
| 600 North Charles Street | Baltimore | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Thomas Jefferson Elementary School | ||||||||
| 605 Dryden Drive | Baltimore | MD | 21229 | NONE | PUBLIC CHARITY | GENERAL | $2,980 | |
| Thomas Johnson Elementary School | ||||||||
| 100 E Heath Street | Baltimore | MD | 21230 | NONE | PUBLIC CHARITY | GENERAL | $2,113 | |
| United Cerebral Palsy of Central Maryland | ||||||||
| 8002 Brynmor Court Apt 603 | Baltimore | MD | 21208 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| Urban Teacher Center | ||||||||
| 1414 Key Highway Suite 300 | Baltimore | MD | 21230 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| William Paca Elementary School | ||||||||
| 200 N Lakewood Avenue | Baltimore | MD | 21224 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Windsor Hills ElementaryMiddle School | ||||||||
| 4001 Alto Road | Baltimore | MD | 21206 | NONE | PUBLIC CHARITY | GENERAL | $2,249 | |
| Woodbourne | ||||||||
| 1301 Woodbourne Avenue | Baltimore | MD | 21239 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| Young Audiences of Maryland | ||||||||
| 927 North Calvert | Baltimore | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 688440 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | 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 | $377,663 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,992 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $149,202 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $564,857 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 564857 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $20,532 | Amount |
| Net Investment Income | 16000 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4532 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 10186178 | EOYBookValue |
| EOYFMV | 12279319 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENTS | AT COST | 693620 | 693620 |
| CERTIFICATE OF DEPOSITS | AT COST | 300000 | 299291 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLE | Description |
| BOY Book Value | 2936 | BOYBookValue |
| EOY Book Value | 2936 | EOYBookValue |
| EOYFMV | 2936 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MARGIN INTEREST | 51689 | 51689 | 0 | 0 |
| INVESTMENT FEES | 108454 | 108454 | 0 | 0 |
| OFFICE | 5085 | 0 | 0 | 5085 |
| TELEPHONE | 750 | 0 | 0 | 750 |
| COMPUTER EXPENSE | 3038 | 0 | 0 | 3038 |
| SEMINARS & EDUCATION | 555 | 0 | 0 | 555 |
| INSURANCE | 8192 | 0 | 0 | 8192 |
| DUES & SUBSCRIPTIONS | 7500 | 0 | 0 | 7500 |
| MISCELLANEOUS | 177 | 0 | 0 | 177 |
| POSTAGE AND DELIVERY | 572 | 0 | 0 | 572 |
| LEGAL | 319 | 0 | 0 | 319 |
| TRAVEL | 931 | 0 | 0 | 931 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL LIABILITIES | Description |
| BOY Book Value | 1732 | BOYBookValue |
| EOY Book Value | 1743 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $746 | 746 | 0 | 0 |
| PAYROLL TAX EXPENSE | $4,062 | 0 | 0 | 4062 |
Comments