CAPLAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CAPLAN FAMILY FOUNDATION INC (EIN 52-2005222)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202413129349101351
- Schema version
- 2023v5.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T11:13:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522005222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPLAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPL | BusinessNameControlTxt |
| Phone | 4437967435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DR | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211172294 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK M CAPLAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4437967435 | PhoneNum |
| Signature | 2024-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2024-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,464,865 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,937 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $128,809 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $128,809 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $128,809 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,436 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $163,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,182 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,423 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,422 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,793 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,922 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,043 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,043 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,031 | CashBOYAmt |
| Cash EOY | $12,382 | CashEOYAmt |
| Cash EOYFMV | $12,382 | CashEOYFMVAmt |
| Corporate Stock BOY | $843,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $877,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,249,891 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $368,540 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $381,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,194,053 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,539 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,539 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,539 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,250,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,279,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,464,865 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,250,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,279,705 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,250,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,279,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,250,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,279,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,250,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $1,279,705 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,279,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,436 | GrossSalesPriceAmt |
| Gain Or Loss | $6,436 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,436 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,436 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,118 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,118 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,118 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,869 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,869 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $723 | OverpaymentAmt |
| Applied To ES Tax | $723 | 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 | MARK CAPLAN | IndividualWithBooksNm |
| Phone | 4437967435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DRIVE | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE R CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | PRESIDENT/SECRETARY, JOINED 05/1997 | 0.20 | $0 | $0 | $0 |
| MARK M CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | VICE PRES/TREASURER, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| CATHERINE CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | DIRECTOR, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| JONATHAN CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | DIRECTOR, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,134,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,202,592 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,374,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,374,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,324,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,118 | TotalTaxAmt |
| Distributable Before Adj | $164,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $165,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $165,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,965 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,643 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,446 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $178,418 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,134 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,134 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $135,284 | 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 | $38,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,089 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,643 | ExcessFromYear4Amt |
| Excess From Year3 | $27,446 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK CAPLAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DRIVE | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4437967373 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO PROVIDE LEGAL PRESENTATION IN CASES INVOLVING ISSUES OF CIVIL LIBERTIES AND CONSTITUTIONAL RIGHTS RANGING FROM ADMINISTRATIVE HEARINGS TO TRIALS AND APPEALS. | $3,500 | |
| AMERICAN FOLK ART MUSEUM | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | TO SUPPORT THE DEVELOPMENT AND PRESENTATION OF EXHIBITS, AND EDUCATE PEOPLE OF ALL BACKGROUNDS THROUGH ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS, AND PROGRAMS AS THE LEADING FORUM SHAPING THE UNDERSTANDING AND APPRECIATION OF FOLD AND SELF-TAUGHT ART ACROSS TIME AND PLACE. | $250 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENERSITY OF DONORS | $2,000 | |
| ARTIST SPACE | ||||||||
| 11 CORTLANDT ALLEY | NEW YORK | NY | 10013 | NONE | PC | FOSTERS THE ARTISTIC AND CULTURAL LIFE OF NEW YORK CITY AS A PRIMARY VENUE FOR ARTISTS WORK IN ALL FORMS | $11,000 | |
| ASSOCIATED BLACK CHARITIES | ||||||||
| 2 HAMILL ROAD 272 NORTH QUADRANGLE | BALTIMORE | MD | 21210 | NONE | PC | FACILITATE THE CREATION OF MEASURABLY HEALTHIER AND WEALTHIER COMMUNITIES THROUGHOUT MARYLAND THROUGH RESPONSIBLE LEADERSHIP AND PHILANTHROPIC INVESTMENT. | $1,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||||
| 808 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | RECRUIT AND SUPPORT THROUGH THE ADMISSIONS PROCESS ACADEMICALLY AMBITIOUS, AFRICAN AMERICAN STUDENTS WITH FINANCIAL NEED FROM THE BALTIMORE AREA. | $10,000 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | PC | TO SEEK INNOVATION AND EXCELLENCE IN AN ARTISTIC PROGRAM THAT FOCUSES ON ART OF THE MODERN ERA, FROM THE 19TH CENTURY TO THE PRESENT. | $2,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | PROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING. | $20,000 | |
| BETH AM | ||||||||
| 2501 EUTAW PLACE | BALTIMORE | MD | 21217 | NONE | PC | TO SUPPORT THE 5782 OPEN DOORS ANNUAL FUND WHICH ENABLES BETH AM TO KEEP THE SYNAGOGUE'S DOORS OPEN TO EVERYONE, REGARDLESS OF MEANS. | $11,768 | |
| B'MORE CLUBHOUSE | ||||||||
| 831 N CALVERT ST | BALTIMORE | MD | 21202 | NONE | PC | EMPOWERS ADULTS LIVING WITH MENTAL ILLNESS TO LEAD MEANINGFUL AND PRODUCTIVE LIVES OF THEIR CHOICE IN THE COMMUNITY | $250 | |
| CHELSEA MUSIC FESTIVAL | ||||||||
| POBOX 20435 | NEW YORK CITY | NY | 10025 | NONE | PC | TO CELEBRATE GREAT MUSIC BY BRINGING TOGETHER WORLD-LEADING MUSICIANS AND EXCITING NEWCOMERS TO THE INTERNATIONAL STAGE | $300 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PC | TO PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED | $1,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 2201 P STREET NW | WASHINGTON | DC | 20037 | NONE | PC | HELPS OVER 3,500 CLIENTS WITH THE TOOLS AND SUPPORT TO RECLAIM THEIR LIVES | $500 | |
| COLUMBIA GREENE HOSPITAL FOUNDATION | ||||||||
| 71 PROSPECT AVENUE | HUDSON | NY | 12534 | NONE | PC | TO ASSIST THE COLUMBIA MEMORIAL HOSPITAL TO DEVELOP, EXPAND AND FUND MEDICAL SERVICES PROVIDED TO RESIDENTS OF COLUMBIA, GREENE, AND NORTHERN DUTCHESS COUNTIES, NEW YORK. | $200 | |
| DEMOCRACY NOW | ||||||||
| 207 W 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | TO PROVIDE LISTENERS AND VIEWERS ACCESS TO PEOPLE AND PERSPECTIVES RARELY HEARD IN THE U.S. CORPORATE-SPONSORED MEDIA, INCLUDING INDEPENDENT AND INTERNATIONAL JOURNALIST, ORDINARY PEOPLE FROM AROUND THE WORLD WHO ARE DIRECTLY AFFECTED BY U.S. FOREIGN POLICY, GRASSROOTS LEADERS AND PEACE ACTIVISTS, ARTISTS, ACADEMICS AND INDEPENDENT ANALYSTS. | $1,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO RAISE FUNDS, CREATE AWARENESS, RECRUIT FIELD STAFF, AND ADVOCATE WITH THE UNITED NATIONS AND US GOVERNMENT ON HUMANITARIAN CONCERNS. | $600 | |
| FILM SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | TO CELEBRATE AMERICAN AND INTERNATIONAL CINEMA, TO RECOGNIZE AND SUPPORT NEW FILMMAKERS, AND TO ENHANCE AWARENESS, ACCESSIBILITY AND UNDERSTANDING OF THE ART AMONG A BROAD AND DIVERSE FILM GOING AUDIENCE. | $500 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | TO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL AND DIGNITY. | $1,000 | |
| FRIENDS OF BOBST LIBRARY NYU | ||||||||
| 70 WASHINGTON SQUARE SOUTH ROOM | NEW YORK | NY | 10012 | NONE | PC | PROVIDES ACCESS TO THE ELMER HOLMES BOBST LIBRARY FOR INDIVIDUALS WHO ARE NOT AFFILIATED WITH NYU. | $625 | 1116 |
| FRIENDS OF RAWLINGS CONSERVATORY | ||||||||
| PO BOX 5668 | BALTIMORE | MD | 21210 | NONE | PC | DEDICATED TO DEVELOPING AND PROMOTING THE PUBLICS ENJOYMENT, APPRECIATION AND UNDERSTANDING OF PLANTS AND THEIR DIFFERENT ENVIRONMENTS FROM AROUND THE WORLD THROUGH EDUCATIONAL PROGRAMMING, EXHIBITS AND EVENTS AT THE HOWARD PETERS RAWLINGS CONSERVATORY & BOTANIC GARDENS IN BALTIMORE. | $100 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | PC | TO EXPAND RESOURCES, IDENTIFY AND ACCELERATE SOLUTIONS, AND RECOGNIZE EXCELLENCE SO THAT ALL CHILDREN IN BALTIMORE CITY PUBLIC SCHOOLS CAN EXPERIENCE AND EFFECTIVE AND EQUITABLE EDUCATION. | $2,750 | |
| IRISH REPERTORY THEATER | ||||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | TO BRING WORKS BY IRISH AND IRISH AMERICAN MASTERS AND CONTEMPORARY PLAYWRIGHTS TO AMERICAN AUDIENCES | $1,000 | |
| JAPAN SOCIETY | ||||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | NONE | PC | COMMITTED TO DEEPENING MUTUAL UNDERSTANDING BETWEEN THE UNITED STATES AND JAPAN IN A GLOBAL CONTEXT. | $500 | |
| JEWISH MUSEUM OF MARYLAND | ||||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | NONE | PC | TO INTERPRET THE JEWISH EXPERIENCE IN AMERICA, WITH SPECIAL ATTENTION TO JEWISH LIFE IN THE STATE OF MARYLAND | $750 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED | $450 | |
| LITTLE RED SCHOOL HOUSE INC | ||||||||
| 40 CHARLTON STREET | NEW YORK | NY | 10014 | NONE | PC | TO TEACH CHILDREN TO BE INDEPENDENT THINKERS WHO WORK TOGETHER TO SOLVE COMPLEX PROBLEMS | $500 | |
| MADISON SQUARE PARK CONSERVANCY | ||||||||
| 11 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | TO PROTECT, NURTURE, AND ENHANCE MADISON SQUARE PARK, A DYNAMIC SEVEN ACRE PUBLIC GREEN SPACE, CREATING AN ENVIRONMENT THAT FOSTERS MOMENTS OF INSPIRATION | $500 | |
| MIDDLE GRADES PARTNERSHIP | ||||||||
| 1500 UNION AVENUE SUITE 1320 | BALTIMORE | MD | 21211 | NONE | PC | TO PROVIDE SUMMER AND SCHOOL-YEAR LEARNING OPPORTUNITIES FOR ACADEMICALLY PROMISING BALTIMORE CITY MIDDLE SCHOOL STUDENTS AS WELL AS INNOVATIVE PROFESSIONAL LEARNING OPPORTUNITIES FOR PUBLIC AND PRIVATE SCHOOL TEACHERS | $2,500 | |
| MILLENNIUM FILM WORKSHOP | ||||||||
| 167 WILSON AVE | BROOKLYN | NY | 11237 | NONE | PC | TO PROVIDE IN-DEPTH, PRIMARY SOURCE INFORMATION IN MULTIPLE FORMATS, ABOUT A FIELD THAT IS RAPIDLY BECOMING A BELLWETHER FOR THE CULTURE OF THE 21ST CENTURY. | $4,000 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 3325 BAINBRIDGE | BRONX | NY | 10467 | NONE | PC | TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE. | $500 | |
| MORGAN LIBRARY | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | TO PRESERVE, BUILD, STUDY, PRESENT, AND INTERPRET A COLLECTION OF EXTRAORDINARY QUALITY, IN ORDER TO STIMULATE ENJOYMENT, EXCITE THE IMAGINATION, ADVANCE LEARNING, AND NURTURE CREATIVITY. | $250 | |
| MT VERNON PLACE CONSERVANCY | ||||||||
| P O BOX 2394 | BALTIMORE | MD | 21203 | NONE | PC | TO RESTORE, MAINTAIN, AND MANAGE BALTIMORES WASHINGTON MONUMENT AND THE SURROUNDING SQUARES OF MOUNT VERNON PLACE THROUGH A PUBLIC-PRIVATE PARTNERSHIP WITH THE CITY OF BALTIMORE | $5,000 | |
| NEW YORK CARES | ||||||||
| 65 BROADWAY 19TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO DEVELOP VOLUNTEER PROGRAMMING IN RESPONSE TO PRESSING COMMUNITY NEEDS | $250 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | MAINTAINING AND FOSTERING INTEREST AND ENJOYMENT OF MUSIC | $250 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | TO PROVIDE LIFELONG LEARNING, ADVANCE KNOWLEDGE, AND STRENGTHEN OUR COMMUNITIES | $100 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO ENABLE A DIVERSE RANGE OF ARTISTS TO CREATE, STUDENTS TO EXPLORE, AND AUDIENCES TO EXPERIENCE EPIC, ADVENTUROUS, RELEVANT WORK THAT CANNOT BE DONE ELSEWHERE IN NEW YORK. | $500 | |
| PHILLIPS COLLECTION | ||||||||
| 1600 21ST ST STREET NW | WASHINGTON | DC | 20009 | NONE | PC | TO PROVIDE MANAGEMENT AND MAINTENANCE TO THE MUSEUM'S PERMANENT COLLECTION. TO PROVIDE WUPPORT FOR PUBLIC ACTIVITIES AND OUTREACH. | $1,000 | |
| PINE RIDGE GIRLS' SCHOOL | ||||||||
| 5300 MEMORIAL DRIVE SUITE 475 | HOUSTON | TX | 77007 | NONE | PC | AIMS TO BE RECOGNIZED AS A TOP INDEPENDENT 6-12 SECONDARY SCHOOL | $500 | |
| PROFESSIONAL CHILDREN'S SCHOOL | ||||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | TO PROVIDE ALL OF THE NECESSARY ACADEMIC TOOLS TO ENSURE SUCCESS IN LEADING COLLEGES, UNIVERSITIES AND CONSERVATORIES, AS WELL AS THROUGHOUT LIFE, WHILE ENABLING STUDENTS TO PURSUE THEIR INDIVIDUAL GOALS OUTSIDE OF SCHOOL | $500 | |
| PUBLIC THEATRE | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | TO PROVIDE ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS | $500 | |
| PURCHASE COLLEGE | ||||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | TO PROVIDE STUDENTS WITH SCHOLARSHIPS AND AN ENVIRONMENT THAT ENSURES SUCCESS, HELPS US RECRUIT TALENTED FACULTY, AND FOSTERS ENGAGEMENT WITH MEMBERS OF OUR COMMUNITY | $100 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PC | TO SUPPORT INDIGENOUS AND TRADITIONAL PEOPLES OF THE WORLDS RAINFORESTS IN THEIR EFFORTS TO PROTECT THEIR ENVIRONMENT | $1,000 | |
| ROLAND PARK COUNTRY SCHOOL | ||||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 12210 | NONE | PC | TO PROVIDE VALUABLE, LIFELONG OPPORTUNITIES ALLOWING OUR STUDENTS TO ACTIVELY DISCOVER AND PURSUE THEIR PASSIONS. | $2,000 | |
| SHRIVER HALL CONCERT SERIES | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | TO FOSTER AND MAINTAIN AN ORGANIZATION DEDICATED TO THE MAKING OF MUSIC CONSONANT WITH THE HIGHEST ASPIRATIONS OF MUSICAL ART, CREATING PERFORMANCES, AND PROVIDING EDUCATIONAL AND TRAINING PROGRAMS AT THE HIGHEST LEVEL OF EXCELLENCE | $1,000 | |
| SIGNATURE THEATER | ||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | TO BROADEN AND BRIGHTEN THE REGIONS CULTURAL LANDSCAPE WITH BOLD PRODUCTIONS OF CHALLENGING NEW AND ESTABLISHED WORKS AND ENGAGING EDUCATION AND OUTREACH PROGRAMS. | $500 | |
| SQUASHWISE | ||||||||
| 2801 SISSON STREET | BALTIMORE | MD | 21211 | NONE | PC | TO ADVANCE EQUITY IN SQUASH, EDUCATION, AND PERSONAL DEVELOPMENT OPPORTUNITIES. | $500 | |
| ST IGNATIUS LOYOLA ACADEMY | ||||||||
| 300 EAST GITTINGS STREET | BALTIMORE | MD | 21201 | NONE | PC | SERVES STUDENTS WITH LIMITED ECONOMIC MEANS FROM BALTIMORE CITY, WHO ARE REPRESENTATIVE OF DIVERSE RACES, ETHNIC GROUPS AND RELIGIONS. | $2,500 | |
| STORM KING ART CENTER | ||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | NONE | PC | A MUSEUM THAT CELEBRATES THE RELATIONSHIP BETWEEN SCULPTURE AND NATURE. | $500 | |
| STUDIO MUSEUM HARLEM | ||||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT BLACK ART AND CULTURE. | $1,500 | |
| THE HOUSE FOUNDATION FOR THE ARTS INC | ||||||||
| 260 WEST BROADWAY SUITE 2 | NEW YORK | NY | 10013 | NONE | PC | TO CULTIVATE CULTURAL ENGAGEMENT THROUGH LIVE MUSIC CONCERTS, INTERDISCIPLINARY PERFORMANCES, EXHIBITIONS AND EDUCATIONAL INITIATIVES. | $500 | |
| THE WALTERS ART MUSEUM | ||||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | TO BRING ART AND PEOPLE TOGETHER FOR ENJOYMENT, DISCOVERY, AND LEARNING | $2,000 | |
| THIRD STREET MUSIC SCHOOL | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | PROVIDES HIGH-QUALITY MUSIC AND DANCE EDUCATION THROUGH ON-SITE, PUBLIC-SCHOOL AND COMMUNITY PROGRAMS, AS WELL AS AN ARTS-INFUSED PRESCHOOL, TO NEW YORKERS OF ALL AGES, REGARDLESS OF BACKGROUND, ARTISTIC ABILITY OR ECONOMIC CIRCUMSTANCE | $500 | |
| TIMES UP | ||||||||
| PO BOX 550 | NEW YORK | NY | 10009 | NONE | PC | TO SUPPORT VICTIMS OF SEXUAL HARASSMENT | $250 | |
| TORAH INSTITUTE | ||||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | NONE | PC | TO DELIVER EDUCATIONAL EXCELLENCE, PRODUCING THE NEXT GENERATION OF HIGHLY MOTIVATED MEN PREPARED TO FULFILL THEIR RESPONSIBILITIES IN THE COMMUNITIES IN WHICH THEY SETTLE | $100 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | NONE | PC | TO PROMOTE EQUITY, CREATE OPPORTUNITY, AND IMPROVE LIVES | $15,000 | |
| UNIVERSAL HIP HOP MUSEUM | ||||||||
| PO BOX 6001 | BRONX | NY | 10451 | NONE | PC | TO HELP CELEBRATE AND PRESERVE THE HISTORY OF LOCAL AND GLOBAL HIP-HOP MUSIC AND CULTURE TO INSPIRE, EMPOWER AND PROMOTE UNDERSTANDING | $100 | |
| VOLUNTEER LAWYER FOR THE ARTS | ||||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PC | TO PROTECT THE ARTISTIC COMMUNITY'S LIVELIHOODS, BUSINESSES, AND CREATIVE WORKS THROUGH ACCESS TO DEDICATED LEGAL REPRESENTATION AND FOCUSED EDUCATION PROGRAMS. | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,043 | 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 | $27,937 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $128,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,182 | 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 | $4,845 | Amt |
| Net Investment Income | $2,423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,422 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | $74,467 | $233,491 |
| VANGUARD INTERNATIONAL VALUE | $106,581 | $120,114 |
| VANGUARD ADMIRAL SHRS INTER-TERM | $45,410 | $43,443 |
| VANGUARD HIGH-YIELD CORP FUND | $76,382 | $71,732 |
| VANGUARD WELLINGTON ADM/INV SHARES | $167,683 | $179,780 |
| VANGUARD MID-CAP INDEX FUND | $64,152 | $162,730 |
| ST BOND INDEX ADM | $94,193 | $91,222 |
| SMALL CAP GR INDEX ADM | $32,992 | $91,300 |
| CORE BOND FUND ADMIRAL | $62,967 | $58,451 |
| DEVEL MARKETS INDEX ADMIRAL | $60,787 | $67,374 |
| SMALL CAP VALUE INDEX ADM | $61,593 | $88,056 |
| GROWTH INDEX ADM | $30,536 | $42,198 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TENANCY IN COMMON JEFFERSON HOUSE APTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $381,041 | BookValueAmt |
| EOYFMV | $2,194,053 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROUND RENTS | Desc |
| BOY Book Value | $8,539 | BOYBookValueAmt |
| EOY Book Value | $8,539 | EOYBookValueAmt |
| EOYFMV | $8,539 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $1,500 | $0 | $1,500 |
| BANK CHARGES | $298 | $298 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR GRANT RETURNED | Desc |
| Amt | $1,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $7,793 | Amt |
| Net Investment Income | $7,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $302 | $302 | $0 |
| EXCISE TAX | $2,478 | $0 | $0 |