MIDDENDORF FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MIDDENDORF FOUNDATION INC (EIN 52-6048944)
- Tax period
- 2021-04-01 to 2021-09-30
- Filed
- 2024-02-05
- IRS object ID
- 202410369349100506
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-05T08:47:04-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526048944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDDENDORF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDD | BusinessNameControlTxt |
| Phone | 4107527088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 NORTH CHARLES STREET 6 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEALY HOPKINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4107527088 | PhoneNum |
| Signature | 2024-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SEALY | PersonFirstNm |
| Person Last | HOPKINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,204,406 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $148,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $479,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $640,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $479,532 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $627,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $627,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $97,724 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,222 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,502 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,734 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,040 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $694 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,045 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,810 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,501 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,232 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,814 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,514 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,551 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,731 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,820 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,645 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $987 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $658 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,582 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $262,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,406 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,235,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,235,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,497,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,295,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$869,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,768 | CashBOYAmt |
| Cash EOY | $44,280 | CashEOYAmt |
| Cash EOYFMV | $44,280 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,788,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,097,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,097,991 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,357 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,357 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,357 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $32,906,369 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,696,181 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,909,561 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $53,972 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,689 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,797 | LandBOYAmt |
| Land EOY | $6,283 | LandEOYAmt |
| Land EOYFMV | $6,283 | LandEOYFMVAmt |
| Other Assets BOY | $145,482 | OtherAssetsBOYAmt |
| Other Assets EOY | $143,934 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $143,934 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,878,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,991,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,204,406 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,021 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,449 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $976,671 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $955,423 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $990,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $974,872 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,887,593 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,016,154 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,887,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,016,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,878,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,991,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,887,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$869,891 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,017,702 | SubtotalAmt |
| Other Decreases | $1,548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,016,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $640,510 | GrossSalesPriceAmt |
| Cost Or Other Basis | $160,978 | CostOrOtherBasisAmt |
| Gain Or Loss | $479,532 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $479,532 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $479,532 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,957 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,957 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,957 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,267 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $145,267 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $139,310 | OverpaymentAmt |
| Applied To ES Tax | $139,310 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAVACA GANGULY | IndividualWithBooksNm |
| Phone | 4107527088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 NORTH CHARLES STREET SUITE 6 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID WARE | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | SECRETARY | 5.00 | $2,800 | $0 | $0 |
| HAVACA GANGULY | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | DIRECTOR | 40.00 | $60,924 | $0 | $0 |
| LINDA W MCCLEARY | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | TREASURER/VICE PRESIDENT | 5.00 | $2,800 | $0 | $0 |
| M DAVID STALLINGS | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | TRUSTEE | 3.00 | $2,800 | $0 | $0 |
| MELISSA DELONG | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | TRUSTEE | 3.00 | $2,800 | $0 | $0 |
| PHILLIPS HATHAWAY | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | TRUSTEE | 3.00 | $2,800 | $0 | $0 |
| SEALY H HOPKINSON | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | PRESIDENT | 5.00 | $22,800 | $0 | $0 |
| TIMOTHY W HATHAWAY | ||||||||
| 6301 NORTH CHARLES STREET SUITE 6 | BALTIMORE | MD | 21212 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2034 | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $111,236 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,749,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,478,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,228,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,228,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $933,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,294,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,536,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,536,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,957 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,957 | TotalTaxAmt |
| Distributable Before Adj | $1,530,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,530,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,530,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,295,905 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,295,905 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,530,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $290,226 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $309,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $408,047 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $179,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,186,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,295,905 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,295,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $234,680 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $234,680 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $952,147 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $952,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,546 | ExcessFromYear4Amt |
| Excess From Year3 | $309,355 | ExcessFromYear3Amt |
| Excess From Year2 | $408,047 | ExcessFromYear2Amt |
| Excess From Year1 | $179,199 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HAVACA GANGULY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 NORTH CHARLES STREET SUITE 6 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4107527088 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH SUPPORTING DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABC TRAINING TRUST OF BALTIMORE | |||||||
| 2101 E BIDDLE STREET | BALTIMORE | MD | 21213 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| BALTIMORE CHILD ABUSE CTR INC | |||||||
| 2300 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | GENERAL PURPOSE | $112,256 |
| CASA | |||||||
| 8151 15TH AVENUE | LANGLEY PARK | MD | 20783 | NONE | PUBLIC | GENERAL PURPOSE | $26,700 |
| COMMUNITY RESOURCE CENTER | |||||||
| 218 OMOHUNDRO PLACE | NASHVILLE | TN | 37210 | NONE | PUBLIC | GENERAL PURPOSE | $25,000 |
| COMMUNITY SCHOOL | |||||||
| 2939-41 HUNTINGDON AVE | BALTIMORE | MD | 21211 | NONE | PUBLIC | GENERAL PURPOSE | $25,000 |
| EPISCOPAL DIOCESE OF LOUISIANA | |||||||
| 1623 SEVENTH ST | NEW ORLEANS | LA | 70115 | NONE | PUBLIC | GENERAL PURPOSE | $25,000 |
| FIRST FRUITS FARM | |||||||
| 20431 MIDDLETOWN RD | FREEELAND | MD | 21053 | NONE | PUBLIC | GENERAL PURPOSE | $50,852 |
| GOVANS ECUMENICAL DEVELOPMENT CORPORATION | |||||||
| 1010 E 33RD STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | GENERAL PURPOSE | $75,000 |
| LUTHERAN IMMIGRATION AND REFUGEE SERVICE | |||||||
| 700 LIGHT STREET SUITE 1300 | BALTIMORE | MD | 21230 | NONE | PUBLIC | GENERAL PURPOSE | $50,000 |
| MARYLAND ART PLACE INC | |||||||
| 8 MARKET PL SUITE 100 | BALTIMORE | MD | 21202 | NONE | PUBLIC | GENERAL PURPOSE | $35,000 |
| MPT FOUNDATION INC (MARYLAND PUBLIC TELEVISION) | |||||||
| 11767 OWINGS MILLS BOULEVARD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | GENERAL PURPOSE | $15,000 |
| MT WASHINGTON PEDIATRIC HOSPITAL INC | |||||||
| 1708 WEST ROGERS AVE | BALTIMORE | MD | 21209 | NONE | PUBLIC | GENERAL PURPOSE | $50,608 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PUBLIC | GENERAL PURPOSE | $25,000 |
| SOCCER WITHOUT BORDERS | |||||||
| 3700 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | PUBLIC | GENERAL PURPOSE | $40,000 |
| ST AMBROSE HOUSING AID CENTER INC | |||||||
| 321 EAST 25TH STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | GENERAL PURPOSE | $111,747 |
| TROWE PRICE - DONOR ADVISED FUND | |||||||
| PO BOX 17115 | BALTIMORE | MD | 21297 | NONE | PUBLIC | GENERAL PURPOSE | $435,572 |
| THE COMPOUND | |||||||
| 2239 KIRK AVE | BALTIMORE | MD | 21218 | NONE | PUBLIC | GENERAL PURPOSE | $50,000 |
| YOUNG AUDIENCES OF MARYLAND | |||||||
| 2600 N HOWARD ST SUITE 1300 | BALTIMORE | MD | 21218 | NONE | PUBLIC | GENERAL PURPOSE | $72,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,235,499 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $479,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $627,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $627,675 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,075 | Amt |
| Net Investment Income | $3,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,030 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2007-03-27 | $1,333 | $1,333 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2007-03-27 | $25,966 | $25,966 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2010-10-14 | $3,187 | $3,187 | ADS | 10.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2010-10-14 | $900 | $900 | ADS | 10.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2010-10-14 | $3,552 | $3,552 | ADS | 10.000000000000 | $0 | $0 |
| CHARLES ST OFFICE LIGHTING | 2019-01-01 | $7,980 | $4,054 | 200DB | 7.000000000000 | $1,122 | $0 |
| DESK | 2018-10-24 | $1,954 | $1,063 | 200DB | 7.000000000000 | $255 | $0 |
| DESK | 2018-08-29 | $1,954 | $1,099 | 200DB | 7.000000000000 | $244 | $0 |
| CHARLES ST OFFICE WINDOW TREATMENTS | 2019-02-09 | $7,146 | $4,021 | 200DB | 7.000000000000 | $893 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMON EQUITY SECURITIES | AT COST | $13,744,522 | $42,113,931 |
| MUTUAL FUNDS | AT COST | $14,121,948 | $16,872,905 |
| OTHER INVESTMENTS | AT COST | $4,829,711 | $3,922,725 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $1,333 | $1,333 | $0 |
| OFFICE EQUIPMENT | $25,966 | $25,966 | $0 |
| OFFICE FURNITURE | $3,187 | $3,187 | $0 |
| OFFICE FURNITURE | $900 | $900 | $0 |
| OFFICE FURNITURE | $3,552 | $3,552 | $0 |
| CHARLES ST OFFICE LIGHTING | $7,980 | $5,176 | $2,804 |
| DESK | $1,954 | $1,318 | $636 |
| DESK | $1,954 | $1,343 | $611 |
| CHARLES ST OFFICE WINDOW TREATMENTS | $7,146 | $4,914 | $2,232 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,734 | LegalFeesAmt |
| Net Investment Income | $1,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $694 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $2,221 | $2,221 | $2,221 |
| PREPAID EXCISE TAX | $143,261 | $141,713 | $141,713 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERIOR PERIOD ADJUSTMENT TO NET ASSETS | Desc |
| Amt | $1,548 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $2,657 | $1,594 | $1,063 |
| OFFICE EXPENSE | $4,552 | $2,731 | $1,821 |
| TELEPHONE | $1,177 | $706 | $471 |
| INSURANCE | $1,253 | $752 | $501 |
| MISCELLANEOUS EXPENSE | $6,330 | $3,799 | $2,531 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $395,466 | $395,466 |
| PENSION LIABILITY | $581,205 | $559,957 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $21 | $21 | $0 |
| INVESTMENT FEES | $112,884 | $112,884 | $0 |
| PAYROLL FEES | $610 | $427 | $183 |
| OUTSIDE CONTRACT SERVICES | $3,295 | $1,977 | $1,318 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $6,045 | Amt |
| Net Investment Income | $4,232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,814 | DisbursementsCharitablePrpsAmt |