PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC: Form 990, tax year 2025
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- Organization
- PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC (EIN 52-1738992)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-26
- IRS object ID
- 202612389349300921
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-26T15:58:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521738992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA AND MARK JOSEPH SHELTER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 4109620595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 HAMILL ROAD 339 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK K JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4109620595 | PhoneNum |
| Signature | 2026-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2026-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA AND MARK JOSEPH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK K JOSEPH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 HAMILL ROAD 339 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,540,252 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE HOUSING TO PERSONS OF LOW AND MODERATE INCOME AND TO MAKE GRANTS TO NONPROFIT ORGANIZATIONS AND AGENCIES THAT ADDRESS THE NEEDS OF CHILDREN, THE ELDERLY AND THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,934,974 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,885,105 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,557,833 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,548,255 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,160 | PYOtherRevenueAmt |
| CY Other Revenue | $97,713 | CYOtherRevenueAmt |
| PY Total Revenue | $5,530,967 | PYTotalRevenueAmt |
| CY Total Revenue | $6,531,073 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,596,880 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,408,810 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $513,828 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $546,471 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,056,510 | PYOtherExpensesAmt |
| CY Other Expenses | $2,132,172 | CYOtherExpensesAmt |
| PY Total Expenses | $5,167,218 | PYTotalExpensesAmt |
| CY Total Expenses | $4,087,453 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $363,749 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,443,620 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,118,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,893,742 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,512,255 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,176,292 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,606,320 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,717,450 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,575,693 | ExpenseAmt |
| Grant | $1,408,810 | GrantAmt |
| Revenue | $3,982,818 | RevenueAmt |
| Desc | TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS. | Desc |
| Total Program Service Expenses | $3,575,693 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACEY TIZARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4109620595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 HAMILL ROAD 339 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATRICIA H JOSEPH | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA K JOSEPH | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARA S WEIMAN | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT C EMBRY JR | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICIA P BAUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN D EISNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHALE D STILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACEY R TIZARD | |||||||
| ASSISTANT SECRETARY | 14.00 | Yes (X) | $44,923 | $0 | $0 | ||
| MARK K JOSEPH | |||||||
| PRESIDENT/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES F ROUT | |||||||
| AREA MAINTENANCE SUPERVISOR | 40.00 | $111,884 | $0 | $28,977 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $156,807 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,977 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ENTERPRISE RESIDENTIAL LLC | |||||
| 875 HOLLINS ST 202 | BALTIMORE | MD | 21201 | MANAGEMENT FEE | $240,079 |
| RBC WEALTH MANAGEMENT | |||||
| 1906 TOWN CENTER BLVD SUITE 375 | ANNAPOLIS | MD | 21401 | ASSET MANAGEMENT FEE | $123,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $3,885,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,885,105 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,885,105 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $795,162 | TotalRevenueColumnAmt |
| Exclusion | $795,162 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,762,272 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,009,179 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,753,093 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,753,093 | TotalRevenueColumnAmt |
| Exclusion | $1,753,093 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $97,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,713 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $97,713 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,531,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,982,818 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,548,255 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408,810 | TotalAmt |
| Program Services | $1,408,810 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,923 | TotalAmt |
| Program Services | $43,249 | ProgramServicesAmt |
| Management And General | $1,674 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,797 | TotalAmt |
| Program Services | $377,194 | ProgramServicesAmt |
| Management And General | $14,603 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,928 | TotalAmt |
| Program Services | $101,928 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,823 | TotalAmt |
| Program Services | $7,823 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,079 | TotalAmt |
| Management And General | $240,079 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,044 | TotalAmt |
| Management And General | $97,044 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,881 | TotalAmt |
| Management And General | $123,881 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,139 | TotalAmt |
| Program Services | $110,751 | ProgramServicesAmt |
| Management And General | $23,388 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,660 | TotalAmt |
| Program Services | $578,660 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,349 | TotalAmt |
| Program Services | $370,349 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,793 | TotalAmt |
| Program Services | $313,793 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,783 | TotalAmt |
| Management And General | $9,783 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OPERATIONS & MAINT. | $263,136 | $263,136 | |
| BANK FEES | $1,308 | $1,308 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,087,453 | TotalAmt |
| Program Services | $3,575,693 | ProgramServicesAmt |
| Management And General | $511,760 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,983 | BOYAmt |
| EOY | $1,540,431 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,973,077 | BOYAmt |
| EOY | $2,502,218 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,075 | BOYAmt |
| EOY | $142,488 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,392 | BOYAmt |
| EOY | $32,232 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,783 | BOYAmt |
| EOY | $218,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,989,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,882,692 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,271,097 | BOYAmt |
| EOY | $4,106,643 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,961,028 | BOYAmt |
| EOY | $37,420,949 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,169,763 | BOYAmt |
| EOY | $4,126,348 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,377 | BOYAmt |
| EOY | $803,843 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,118,575 | BOYAmt |
| EOY | $50,893,742 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,272 | BOYAmt |
| EOY | $222,940 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,179,629 | BOYAmt |
| EOY | $1,149,254 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,671 | BOYAmt |
| EOY | $24,066 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,030,804 | BOYAmt |
| EOY | $5,699,473 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,879 | BOYAmt |
| EOY | $80,559 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,512,255 | BOYAmt |
| EOY | $7,176,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,606,320 | BOYAmt |
| EOY | $43,717,450 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,606,320 | BOYAmt |
| EOY | $43,717,450 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,118,575 | BOYAmt |
| EOY | $50,893,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,443,620 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,737,635 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$70,125 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $860,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $877,246 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,113,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,156,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,122,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,934,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,885,105 | CurrentTaxYearAmt |
| Total | $17,212,636 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,973,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,173,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,122,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,934,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,885,105 | CurrentTaxYearAmt |
| Total | $18,089,882 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $860,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $877,246 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $860,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $877,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $17,212,636 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,378,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $703,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $973,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $887,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $795,162 | CurrentTaxYearAmt |
| Total | $4,737,814 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,378,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $703,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $973,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $887,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $795,162 | CurrentTaxYearAmt |
| Total | $4,737,814 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,713 | CurrentTaxYearAmt |
| Total | $195,135 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,368,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,898,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,117,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,860,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,777,980 | CurrentTaxYearAmt |
| Total | $23,022,831 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.74760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.73950 | PublicSupportPY509Pct |
| Investment Income CY | 0.20580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.21650 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2021 AMOUNT: $ 15,901. 2022 AMOUNT: $ 21,347. 2023 AMOUNT: $ 22,014. 2024 AMOUNT: $ 38,160. 2025 AMOUNT: $ 97,713. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $750,000 | OtherCostOrOtherBasisAmt |
| Book Value | $750,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,906,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,549,781 | DepreciationAmt |
| Book Value | $3,356,643 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $332,911 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,106,643 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN PARTNERSHIPS AND RENTAL PROJECT | $23,217 | C |
| 62634-VANGUARD WORLD FD FTSE SOCIAL INDEX FD ADMRL SHS(VFTAX) | $4,103,131 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,126,348 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAYABLE | $29,898 |
| TENANT DEPOSIT LIABILITY | $50,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $80,559 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,143,519 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,737,635 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,737,635 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,405,884 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $125,189 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $125,189 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,531,073 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,032,389 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $70,125 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $70,125 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,962,264 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $125,189 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $125,189 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,087,453 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATIONS TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2022. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PRESENT VALUE ADJUSTMENT 70,125. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (42 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||
| 270 PEACHTREE ST NW SUITE 1300 | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $10,000 | $0 | DONATION | |
| ARTS EDUCATION IN MARYLAND SCHOOLS | |||||||||
| 190 W OSTEND ST STE 200 | BALTIMORE | MD | 21230 | 522056349 | 501(C)(3) | $10,000 | $0 | DONATION | |
| ARTS EVERY DAY | |||||||||
| 1505 EUTAW PLACE SUITE 204 | BALTIMORE | MD | 21217 | 061780902 | 501(C)(3) | $38,000 | $0 | DONATION | |
| ASSOCIATED BLACK CHARITIES | |||||||||
| 2 HAMILL ROAD 302 EAST QUAD | BALTIMORE | MD | 21210 | 521427774 | 501(C)(3) | $14,000 | $0 | GALA | |
| BALTIMORE BANNER | |||||||||
| 621 E PRATT ST 401 | BALTIMORE | MD | 21202 | 861715499 | 501(C)(3) | $100,000 | $0 | DONATION | |
| BALTIMORE CHAMBER ORCHESTRA | |||||||||
| 11 W MOUNT VERNON PL 3 | BALTIMORE | MD | 21201 | 521356846 | 501(C)(3) | $18,000 | $0 | CONTRIBUTION | |
| BALTIMORE COMMUNITY FOUNDATION | |||||||||
| 11 EAST MOUNT ROYAL AVENUE 2ND | BALTIMORE | MD | 21202 | 237180620 | 501(C)(3) | $6,200 | $0 | BCF CIVIC LEADERSHIP | FLOOR |
| BALTIMORE MUSEUM OF ART | |||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | 526000162 | 501(C)(3) | $60,000 | $0 | BMA GALA, ANNUAL FUND, TABLE SPONSOR BMA BALL | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | |||||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | 521174284 | 501(C)(3) | $45,000 | $0 | BSA EXPRESSIONS 2025 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 520629696 | 501(C)(3) | $50,000 | $0 | BSO 2025 GALA | |
| BETH AM | |||||||||
| 2501 EUTAW PL | BALTIMORE | MD | 21217 | 521009445 | 501(C)(3) | $50,000 | $0 | DONATION | |
| BROOKLYN PUBLIC LIBRARY | |||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | 111904261 | 501(C)(3) | $15,000 | $0 | DONATION | |
| BROTHERHOOD SISTER SOL | |||||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | 133857387 | 501(C)(3) | $15,000 | $0 | DONATION | |
| BROWN UNIVERSITY | |||||||||
| PO BOX 1822 69 BROWN STREET | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | $100,000 | $0 | DONATION | |
| CASA OF BALTIMORE | |||||||||
| 8 MARKET PLACE SUITE 300 | BALTIMORE | MD | 21202 | 521905072 | 501(C)(3) | $10,000 | $0 | DONATION | |
| CHESAPEAKE BAY OUTWARD BOUND SCHOOL | |||||||||
| 1900 EAGLE DR | BALTIMORE | MD | 21207 | 342007841 | 501(C)(3) | $10,000 | $0 | DONATION | |
| COLLEGEBOUND FOUNDATION | |||||||||
| 2507 N HOWARD STREET SUITE 200 | BALTIMORE | MD | 21218 | 521598921 | 501(C)(3) | $35,000 | $0 | DONATION | |
| ENOCH PRATT FREE LIBRARY | |||||||||
| 400 CATHEDRAL ST | BALTIMORE | MD | 21201 | 526001143 | 501(C)(3) | $70,000 | $0 | DONATION | |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||||
| 800 N CHARLES ST STE 400 | BALTIMORE | MD | 21201 | 521129402 | 501(C)(3) | $30,000 | $0 | DONATION | |
| GREATER BALTIMORE COMMITTEE | |||||||||
| 111 S CALVERT ST STE 1700 | BALTIMORE | MD | 21202 | 520645650 | 501(C)(4) | $15,000 | $0 | DONATION | |
| HIGHER ACHIEVEMENT BALTIMORE | |||||||||
| 1775 I ST NW SUITE 500 | WASHINGTON | DC | 20006 | 521383374 | 501(C)(3) | $17,000 | $0 | DONATION | |
| J STREET EDUCATION FUND | |||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | 202777557 | 501(C)(3) | $30,000 | $0 | DONATION | |
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | 520595110 | 501(C)(3) | $50,000 | $0 | DONATION | |
| KIPP BALTIMORE | |||||||||
| 4701 GREENSPRING AVE | BALTIMORE | MD | 21209 | 522342513 | 501(C)(3) | $35,000 | $0 | DONATION | |
| MARYLAND FOOD BANK | |||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | 521135690 | 501(C)(3) | $15,000 | $0 | DONATION | |
| MARYLAND PHILANTHROPY NETWORK | |||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | 521326863 | 501(C)(3) | $8,910 | $0 | DONATION | |
| NATIONAL MENTORING PARTNERSHIP INC | |||||||||
| 226 FRANKLIN ST FL 26 | BOSTON | MA | 02110 | 521674088 | 501(C)(3) | $6,000 | $0 | GALA | |
| PROJECT PNEUMA | |||||||||
| 5109 GWYNN OAK AVE | GWYNN OAK | MD | 21207 | 473524536 | 501(C)(3) | $10,000 | $0 | DONATION | |
| SOUTH BALTIMORE LEARNING CENTER | |||||||||
| 28 E OSTEND ST STE A | BALTIMORE | MD | 21230 | 521745263 | 501(C)(3) | $20,000 | $0 | DONATION | |
| SPRINGBOARD COLLABORATIVE | |||||||||
| 1500 JOHN F KENNEDY BLVD SUITE 1160 | PHILADELPHIA | PA | 19102 | 453719806 | 501(C)(3) | $12,000 | $0 | DONATION | |
| ST STEPHEN'S AND ST AGNES SCHOOL FOUNDATION | |||||||||
| 400 FONTAINE ST | ALEXANDRIA | VA | 22302 | 546054009 | 501(C)(3) | $10,000 | $0 | DONATION | |
| TAKI-ALSOP CONDUCTING FELLOWSHIP INC | |||||||||
| PO BOX 4725 | BALTIMORE | MD | 21211 | 421621398 | 501(C)(3) | $30,000 | $0 | DONATION | |
| TEACH FOR AMERICA | |||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | 133541913 | 501(C)(3) | $75,000 | $0 | DONATION | |
| THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE | |||||||||
| 101 W MOUNT ROYAL AVE | BALTIMORE | MD | 21201 | 520607957 | 501(C)(3) | $100,000 | $0 | DONATION | |
| THE LITERACY LAB | |||||||||
| 1400 16TH ST NW STE 410 | WASHINGTON | DC | 20036 | 271777117 | 501(C)(3) | $15,000 | $0 | DONATION | |
| THE PRODUCER'S CLUB OF MD | |||||||||
| 3 W NORTH AVE | BALTIMORE | MD | 21201 | 521828837 | 501(C)(3) | $10,000 | $0 | DONATION | |
| THE SEED SCHOOL OF MARYLAND | |||||||||
| 200 FONT HILL AVE | BALTIMORE | MD | 21223 | 061818759 | 501(C)(3) | $40,000 | $0 | DONATION | |
| THE SARBANES CENTER | |||||||||
| 7 SAINT PAUL ST STE 820 | BALTIMORE | MD | 21202 | 331279878 | 501(C)(3) | $50,000 | $0 | DONATION | |
| TOWSON UNIVERSITY FOUNDATION | |||||||||
| 401 WASHINGTON AVE STE 750 | TOWSON | MD | 21204 | 520939453 | 501(C)(3) | $25,000 | $0 | DONATION | |
| UNITED WAY OF CENTRAL MARYLAND | |||||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | 520591543 | 501(C)(3) | $10,000 | $0 | DONATION | |
| WOMEN'S LAW CENTER OF MARYLAND | |||||||||
| 102 W PENNSYLVANIA AVE SUITE 100 | TOWSON | MD | 21204 | 521238912 | 501(C)(3) | $10,000 | $0 | DONATION | |
| YOUR PUBLIC RADIO CORPORATION (WYPR) | |||||||||
| 2216 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | 311770828 | 501(C)(3) | $100,000 | $0 | DONATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND CONTRIBUTIONS ARE SUBMITTED TO THE CHAIRPERSON AND PRESIDENT FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS, ANNUALLY, APPROVES THESE GRANTS AND CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARK JOSEPH, PATRICIA JOSEPH, CARA WEIMAN AND JESSICA JOSEPH - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTANT OF THE FOUNDATION. ONCE PREPARED, THE PRESIDENT AND CHAIRPERSON REVIEW FORM 990 BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY REQUIRES ANY TRUSTEE, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST ON AN ANNUAL BASIS. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THEN THE PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST ARE AS FOLLOWS: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT, AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | PRESENT VALUE ADJUSTMENT -70,125. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSF OWEN BROWN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 NORTH CHARLES STREET SUITE 220 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TO ACQUIRE & OPERATE MULTI-FAMILY HOUSING PROJECTS | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $3,982,818 | TotalIncomeAmt |
| End Of Year Assets | $6,757,276 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA & MARK JOSEPH SHELTER FOUNDATION INC | BusinessNameLine1Txt |
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