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M GOLDSEKER FOUNDATION OF MD: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
M GOLDSEKER FOUNDATION OF MD (EIN 52-0983502)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349101338
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T09:05:53-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260741952PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STAINES WILEY & SCHUTZ LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12408 PEPPERMILL DR STE 2HAddressLine1Txt
CityGLEN BURNIECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210613265ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520983502EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MORRIS GOLDSEKER FOUNDATIONBusinessNameLine1Txt
Business Name Line2OF MARYLAND INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone4108375100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11040 PARK AVENUE SUITE 310AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW GALLAGHERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108375100PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON R SCHUTZPreparerPersonNm
PTINP00389836PTIN
Phone4107608111PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$135,138,927FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,528,271DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,528,271DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$715,782NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,263,164GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$715,782CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$47,033OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$573,921OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,197,020TotalRevAndExpnssAmt
Total Net Invst Incm$1,670,132TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$679,423CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$30,243CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$649,180CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$80,199OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$80,199OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$121,627PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$121,627PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$98,615AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$36,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$62,115AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$16,864TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$65,517OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$65,517OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$29,831PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$29,831PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$474,894OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$390,170OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$84,724OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,566,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$456,913TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,093,193TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,906,745ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,906,745ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,473,715TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$456,913TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,999,938TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,276,695ExcessRevenueOverExpensesAmt
Net Investment Income$1,213,219NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,611CashBOYAmt
Cash EOY$103,846CashEOYAmt
Cash EOYFMV$103,846CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,618,903SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,990,712SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,990,712SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$47,177,537CorporateStockBOYAmt
Corporate Stock EOY$42,228,397CorporateStockEOYAmt
Corporate Stock EOYFMV$65,267,391CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,320,151CorporateBondsBOYAmt
Corporate Bonds EOY$7,726,610CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,573,335CorporateBondsEOYFMVAmt
Other Investments BOY$34,343,846OtherInvestmentsBOYAmt
Other Investments EOY$33,204,453OtherInvestmentsEOYAmt
Other Investments EOYFMV$53,024,495OtherInvestmentsEOYFMVAmt
Other Assets BOY$176,494OtherAssetsBOYAmt
Other Assets EOY$179,148OtherAssetsEOYAmt
Other Assets EOYFMV$179,148OtherAssetsEOYFMVAmt
Total Assets BOY$97,711,542TotalAssetsBOYAmt
Total Assets EOY$92,433,166TotalAssetsEOYAmt
Total Assets EOYFMV$135,138,927TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$97,711,542NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$92,433,166NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$97,711,542TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$92,433,166TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,711,542TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,433,166TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,711,542TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,276,695ExcessRevenueOverExpensesAmt
Subtotal$92,434,847SubtotalAmt
Other Decreases$1,681OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$92,433,166TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$19,796,457$20,547,382-$750,925-$750,925
FROM PASS THROUGH ENTITIESP$24,137$24,137$24,137
FROM PASS THROUGH ENTITIESP$1,442,570$1,442,570$1,442,570
FieldValueIRS element (for citing)
Capital Gain Net Income$715,782CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$24,137NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,864InvestmentIncomeExciseTaxAmt
Subtotal$16,864SubtotalAmt
Tax Based On Investment Income$16,864TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$196,012EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$196,012TotalPaymentsAndCreditsAmt
Overpayment$179,148OverpaymentAmt
Applied To ES Tax$179,148AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.GOLDSEKERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJASON SCHUTZIndividualWithBooksNm
Phone4107608111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12408 PEPPERMILL DR 2HAddressLine1Txt
CityGLEN BURNIECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21061ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN KATZENBERG
5700 COLEY CT5700 COLEY STBALTIMOREMD21201DIRECTOR2.00$8,000$0$0
SHARNA GOLDSEKER
1040 PARK AVE SUITE 3101040 PARK AVE SUITE 310BALTIMOREMD21201DIRECTOR5.00$8,000$0$0
DEBORAH GOLDSEKER
1040 PARK AVE SUITE 3101040 PARK AVE SUITE 310BALTIMOREMD21201DIRECTOR2.00$8,000$0$0
ANA GOLDSEKER
1040 PARK AVE SUITE 3101040 PARK AVE SUITE 310BALTIMOREMD21201DIRECTOR2.00$8,000$0$0
MATTHEW GALLAGHER
1040 PARK AVE SUITE 3101040 PARK AVE SUITE 310BALTIMOREMD21201PRESIDENT40.00$406,831$39,918$0
SHELLY GOLDSEKER
1040 PARK AVE SUITE 3101040 PARK AVE SUITE 310BALTIMOREMD21201DIRECTOR2.00$6,000$0$0
KATHERINE ESSEX
1040 PARK AVE SUITE 3101040 PARK AVE SUITE 310BALTIMOREMD21201PROGRAM DIRE40.00$143,862$10,070$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonCHRISTINA CALDWELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11040 PARK AVE SUITE 310AddressLine1Txt
Address Line21040 PARK AVE SUITE 310AddressLine2Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
TitleOFFICE MANAGTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$80,199CompensationAmt
Employee Benefits$5,614EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ASSET STRATEGY CONSULTANTS
6 NORTH PARK DR SUITE 208HUNT VALLEYMD21030ASSET MGMT$135,000
STAINES WILEY & SCHUTZ LLC
2408 PEPPERMILL DR SUITE 2HGLEN BURNIEMD21061ACCOUNTING$73,780

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS WHO ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES - SEE LIST OF RECIPIENTSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1PROPEL BALTIMORE FUND III, L.P.Description1Txt
Expenses1$19,999Expenses1Amt
Total$19,999TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$132,561,270AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$89,229AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$177,580FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$132,828,079TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$132,828,079AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,992,421CashDeemedCharitableAmt
Net Vl Noncharitable Assets$130,835,658NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,541,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,541,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,864TaxBasedOnInvestmentIncomeAmt
Total Tax$16,864TotalTaxAmt
Distributable Before Adj$6,524,919DistributableBeforeAdjAmt
Distributable Before Ded$6,524,919DistributableBeforeDedAmt
Distributable As Adjusted$6,524,919DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,999,938ExpensesAndContributionsAmt
Program Related Invst Total$19,999ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,019,937QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,524,919DistributableAsAdjustedAmt
Undistributed Income PY$6,720,766UndistributedIncomePYAmt
Qualifying Distributions$7,019,937QualifyingDistributionsAmt
Applied To Year1$6,720,766AppliedToYear1Amt
Applied To Current Year$299,171AppliedToCurrentYearAmt
Undistributed Income CY$6,225,748UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPROGRAM DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11040 PARK AVE SUITE 310AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4108375100RecipientPhoneNum
Recipient Email AddressANNIE@GOLDSEKERFOUNDATION.COMRecipientEmailAddressTxt
Form And Info And MaterialsTHE APPLICANT MUST BE A NONPROFIT AND CHARITABLE, EDUCATIONAL, OR SCIENTIFIC ORGANIZATION. TO ENSURE ELIGIBILITY, APPLICANTS MUST SUBMIT EVIDENCE OF A TAX EXEMPTION RULING UNDER 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE. FOR MORE INFORMATION, VISIT OUT WEBSITE WWW.GOLDSEKERFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION WAS CREATED BY THE WILL OF MORRIS GOLDSEKER EXPRESSLY TO SUPPORT PROGRAMS DIRECTLY BENEFITING THE PEOPLE OF THE BALTIMORE METROPOLITAN AREA. THE ORGANIZATION MUST CARRY ON ITS WORK AND ACTIVITIES PRINCIPALLY IN THE BALTIMORE METROPOLITAN AREA. CURRENT PROGRAM INTERESTS INCLUDE: COMMUNITY DEVELOPMENT, EDUCATION, NONPROFIT CAPACITY BUILDING, AND MISSION/PROGRAM RELATED INVESTMENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADELANTE LATINA
ADELANTE LATINA2907 WEST STRATHMORE AVEBALTIMOREMD21209NONESUPPORTING GRANT$2,000
AN END TO IGNORANCE
AN END TO IGNORANCE40 E LAFAYETTE AVENUEBALTIMOREMD21202NONESUPPORTING GRANT$25,000
AND SHE LIVED INC
AND SHE LIVED INC1029 STAMFORD ROADBALTIMOREMD21209NONESUPPORTING GRANT$1,000
ASSOCIATED BLACK CHARITIES
ASSOCIATED BLACK CHARITIES2 HAMILL RD STE 359BALTIMOREMD21210NONESUPPORTING GRANT$60,000
ASSOCIATED CATHOLIC CHARITIES
ASSOCIATED CATHOLIC CHARITIES320 CATHEDRAL STREETBALTIMOREMD21201NONESUPPORTING GRANT$60,000
AYSLEE WOMEN ENTERPRISE
AYSLEE WOMEN ENTERPRISE4500 FRANKFORD AVENUEBALTIMOREMD21206NONESUPPORTING GRANT$60,000
B-360
B-360PO BOX 67052BALTIMOREMD21215NONESUPPORTING GRANT$35,000
BUILD
BUILD2439 MARYLAND AVENUEBALTIMOREMD21218NONESUPPORTING GRANT$50,000
BACKYARD BASECAMP
BACKYARD BASECAMP5111 PLAINFIELD AVENUEBALTIMOREMD21206NONESUPPORTING GRANT$25,000
BALTIMORE BANNER
BALTIMORE BANNER621 E PRATT STREET PIER IBALTIMOREMD21202NONESUPPORTING GRANT$200,000
BALTIMORE COMMUNITY FOUNDATION
BALTIMORE COMMUNITY FOUNDATION11 E MT ROYAL AVENUE 2BALTIMOREMD21202NONESUPPORTING GRANT$54,500
BALTIMORE COMMUNITY LENDING
BALTIMORE COMMUNITY LENDING120 E BALTIMORE ST 2100BALTIMOREMD21202NONESUPPORTING GRANT$50,000
BALTIMORE CORPS
BALTIMORE CORPS2401 LIBERTY HEIGHTS AVENBALTIMOREMD21215NONESUPPORTING GRANT$230,000
BALTIMORE JEWISH COUNCIL
BALTIMORE JEWISH COUNCIL5750 PARK HEIGHTS AVENUEBALTIMOREMD21215NONESUPPORTING GRANT$1,000
BALTIMORE MUSEUM OF ART
BALTIMORE MUSEUM OF ART10 ART MUSEUM DRIVEBALTIMOREMD21218NONESUPPORTING GRANT$5,000
BALTIMORE RACIAL JUSTICE ACTION
BALTIMORE RACIAL JUSTICE ACTION116 E 25TH STREETBALTIMOREMD21218NONESUPPORTING GRANT$30,000
BELAIN-EDISON NEIGHBORHOODS
BELAIN-EDISON NEIGHBORHOODS3545 BELAIR ROADBALTIMOREMD21213NONESUPPORTING GRANT$85,000
BETAMORE
BETAMORE101 W DICKMAN STREETBALTIMOREMD21230NONESUPPORTING GRANT$20,000
BIKEMORE INC
BIKEMORE INC2209 MARYLAND AVENUEBALTIMOREMD21218NONESUPPORTING GRANT$60,000
BLUE WATER BALTIMORE
BLUE WATER BALTIMORE2631 SISSON STREETBALTIMOREMD21211NONESUPPORTING GRANT$20,000
CAREERS THRU CULINARY ARTS
CAREERS THRU CULINARY ARTS33 WEST 60TH STREETNEW YORKNY10023NONESUPPORTING GRANTS$25,000
CASA OF MARYLAND
CASA OF MARYLAND2706 PULASKI HIGHWAYBALTIMOREMD21224NONESUPPORTING GRANT$116,500
CENTRAL BALTIMORE PARTNERSHIP
CENTRAL BALTIMORE PARTNERSHIP25 E 20TH STREETBALTIMOREMD21218NONESUPPORTING GRANT$150,000
CENTRAL MD TRANSPORTATION ALLIANCE
CENTRAL MD TRANSPORTATION ALLIANCE11 E MT ROYAL AVENUE 2NDBALTIMOREMD21202NONESUPPORTING GRANT$30,000
CHANA
CHANA1325 BEDFORD ROAD PO BPIKESVILLEMD21282NONESUPPORTING GRANT$1,000
CHERRY HILL STRONG
CHERRY HILL STRONG606 CHERRY HILL RDBALTIMOREMD21225NONESUPPORTING GRANT$60,000
CHESAPEAKE BAY FOUNDATION
CHESAPEAKE BAY FOUNDATION6 HERNDON AVENUEANNAPOLISMD21403NONESUPPORTING GRANT$2,000
CHILD FIRST AUTHORITY
CHILD FIRST AUTHORITY3904 HICKORY AVE STE 200BALTIMOREMD21211NONESUPPORTING GRANT$50,000
CITY NEIGHBORS FOUNDATION
CITY NEIGHBORS FOUNDATION4301 RASPE AVENUEBALTIMOREMD21206NONESUPPORTING GRANT$16,000
CIVIL JUSTICE INC
CIVIL JUSTICE INC120 E BALTIMORE ST 2500BALTIMOREMD21202NONESUPPORTING GRANT$30,000
CODE IN THE SCHOOLS
CODE IN THE SCHOOLS21 E NORTH AVENUEBALTIMOREMD21202NONESUPPORTING GRANT$25,000
COMMUNITY LAW CENTER
COMMUNITY LAW CENTER3355 KESWICK ROAD 200BALTIMOREMD21211NONESUPPORTING GRANT$35,000
COMPREHENSIVE HOUSING ASSISTANCE CO
COMPREHENSIVE HOUSING ASSISTANCE CO5809 PARK HEIGHTS AVENUEBALTIMOREMD21215NONESUPPORTING GRANT$70,000
CONSCIOUS VENTURE LAB
CONSCIOUS VENTURE LAB250 DICKMAN STREETBALTIMOREMD21230NONESUPPORTING GRANT$50,000
CREATIVE ALLIANCE
CREATIVE ALLIANCE3134 EASTERN AVENUEBALTIMOREMD21224NONESUPPORTING GRANT$40,000
EDMONSON COMMUNITY CENTER
EDMONSON COMMUNITY CENTER2114 EDMONSON AVEBALTIMOREMD21223NONESUPPORTING GRANT$65,000
FFFE FBO BALTIMORE'S PROMISE
FFFE FBO BALTIMORE'S PROMISE1 VILLAGE SQUARE 131BALTIMOREMD21201NONESUPPORTING GRANT$85,000
FRIENDS OF HERRING RUN PARK
FRIENDS OF HERRING RUN PARKPO BOX 16167BALTIMOREMD21218NONESUPPORTING GRANT$15,000
FRIENDS OF PATTERSON PARK
FRIENDS OF PATTERSON PARK27 S PATTERSON PARK AVENBALTIMOREMD21231NONESUPPORTING GRANT$30,000
FRIENDS SCHOOL
FRIENDS SCHOOL5114 N CHARLES STREETBALTIMOREMD21210NONESUPPORTING GRANT$5,000
FUND FOR EDUCATIONAL EXCELLENCE
FUND FOR EDUCATIONAL EXCELLENCE800 N CHARLES STREET 4BALTIMOREMD21201NONESUPPORTING GRANT$105,000
GREATER BALTIMORE COMMITTEE
GREATER BALTIMORE COMMITTEE111 S CALVERT STREET 1700BALTIMOREMD21202NONESUPPORTING GRANT$50,000
GREATER BAYBROOK ALLIANCE
GREATER BAYBROOK ALLIANCE3430 2ND STREETBALTIMOREMD21225NONESUPPORTING GRANT$100,000
GREATER REMINGTON IMPROVEMENT ASSN
GREATER REMINGTON IMPROVEMENT ASSN335 W 27TH STREETBALTIMOREMD21211NONESUPPORTING GRANT$25,000
HEALTHY NEIGHBORHOODS INC
HEALTHY NEIGHBORHOODS INC11 E MT ROYAL AVENUEBALTIMOREMD21202NONESUPPORTING GRANT$70,000
HEART OF THE SCHOOLS
HEART OF THE SCHOOLS800 N CHARLES ST 400BALTIMOREMD21201NONESUPPORTING GRANT$1,000
HORIZON DAY CAMP
HORIZON DAY CAMP8 MARKET PLACE 331BALTIMOREMD21202NONESUPPORTING GRANT$5,000
HOUSE OF RUTH
HOUSE OF RUTH2201 ARGONNE DRIVEBALTIMOREMD21218NONESUPPORTING GRANT$500
IGNITE CAPITAL FBO CLYMB
IGNITE CAPITAL FBO CLYMB1400 GREENMOUNT AVENUEBALTIMOREMD21202NONESUPPORTING GRANT$100,000
INNOVATION WORKS
INNOVATION WORKS1400 GREENMOUNT AVENUE FBALTIMOREMD21202NONESUPPORTING GRANT$80,000
INTERNATIONAL RESCUE COMMITTEE
INTERNATIONAL RESCUE COMMITTEE1900 N HOWARD STREET SUBALTIMOREMD21218NONESUPPORTING GRANT$1,200
JOHNS HOPKINS UNIVERSITY
JOHNS HOPKINS UNIVERSITYSUITE 242 GARLAND HALLBALTIMOREMD21202NONESUPPORTING GRANT$300,000
JUBILEE BALTIMOREINC
JUBILEE BALTIMOREINC25 E 20TH STREETBALTIMOREMD21218NONESUPPORTING GRANT$111,000
KIDS IN NEED OF DEFENSE
KIDS IN NEED OF DEFENSE1201 L STREET NW FLOORWASHINGTONDC20005NONESUPPORTING GRANT$31,000
LEMONDO
LEMONDO406 N HOWARD STREETBALTIMOREMD21201NONESUPPORTING GRANT$30,000
LEVELING THE PLAYING FIELD
LEVELING THE PLAYING FIELD1794 UNION AVENUEBALTIMOREMD21211NONESUPPORTING GRANT$36,000
LIFEBRIDGE HEALTH DEPT OF DVLPMT
LIFEBRIDGE HEALTH DEPT OF DEV2401 W BELVEDERE AVEBALTIMOREMD21215NONESUPPORTING GRANT$14,000
LIVE BALTIMORE
LIVE BALTIMORE343 N CHARLES STREET 1SBALTIMOREMD21202NONESUPPORTING GRANT$130,000
LOVELY LANE UMC
LOVELY LANE UMC2200 ST PAUL STREETBALTIMOREMD21218NONESUPPORTING GRANT$17,500
M HARVIN TRANSFER CENTER CDC
M HARVIN TRANSFER CENTER2020 EAST FEDERAL STREETBALTIMOREMD21213NONESUPPORTING GRANT$75,000
MONSE
MONSE100 N HOLLIDAY STREETBALTIMOREMD21202NONESUPPORTING GRANT$75,000
MARIAN HOUSE
MARIAN HOUSE949 GORSUCH AVEBALTIMOREMD21218NONESUPPORTING GRANT$11,000
MARYLAND FOOD BANK
MARYLAND FOOD BANK2200 HALETHORPE FARMS ROABALTIMOREMD21227NONESUPPORTING GRANT$2,000
MARYLAND PHILANTHROPHY NETWORK
MARYLAND PHILANTHROPHY NETWORK1600 W 41ST STREET SUITBALTIMOREMD21211NONESUPPORTING GRANT$110,000
MD DELAWARE PRESS FOUNDATION
MD DELAWARE PRESS FOUNDATION60 WEST 107ANNAPOLISMD21401NONESUPPORTING GRANT$5,000
MIDTOWN BALTIMORE
MIDTOWN BALTIMORE1120 N CHARLES STREETBALTIMOREMD21210NONESUPPORTING GRANT$25,000
MONTGOMERY COLLEGE FOUNDATION
MONTGOMOERY COLLEGE FOUNDATION9221 CORPORATE BLVD 3RD FROCKVILLEMD20850NONESUPPORTING GRANT$7,350
MORGAN STATE UNIVERSITY FOUNDATION
MORGAN STATE UNIVERSITY FOUNDATION1700 EAST COLD SPRING LANBALTIMOREMD21251NONESUPPORTING GRANT$300,000
MT VERNON-BELVEDERE FNDTN
MT VERNON-BELVEDERE FNDTN1 E CHASE STREET STE 2BALTIMOREMD21201NONESUPPORTING GRANT$10,000
NEIGHBORHOOD DESIGN CENTER
NEIGHBORHOOD DESIGN CENTER120 W NORTH AVENUEBALTIMOREMD21201NONESUPPORTING GRANT$40,000
NEIGHBORHOOD HOUSING SERVICES OF BA
NEIGHBORHOOD HOUSING SERVICES OF BA25 E 20TH STREET SUITEBALTIMOREMD21218NONESUPPORTING GRANT$50,000
NEXT ONE UP
NEXT ONE UP502 WASHINGTON AVENUETOWSONMD21204NONESUPPORTING GRANT$50,000
NO BOUNDARIES COALITION
NO BOUNDARIES COALITION1808 PENNSYLVANIA AVENUEBALTIMOREMD21217NONESUPPORTING GRANT$70,000
OPEN WORKS
OPEN WORKS1400 GREENMOUNT AVENUE FBALTIMOREMD21202NONESUPPORTING GRANT$30,000
OUR ZERO WASTE FUTURE
OUR ZERO WASTE FUTURE218 E PRESTON ST APT 3ABALTIMOREMD21202NONESUPPORTING GRANT$15,000
PARK SCHOOL
PARK SCHOOL2425 OLD COURT ROADBALTIMOREMD21208NONESUPPORTING GRANT$9,500
PAULS PLACE
PAULS PLACE1118 WARD STREETBALTIMOREMD21230NONESUPPORTING GRANT$24,200
PLANNED PARENTHOOD OF MARYLAND INC
PLANNED PARENTHOOD OF MARYLAND INC330 N HOWARD STREETBALTIMOREMD21201NONESUPPORTING GRANT$1,800
PROJECT JUMP START
PROJECT JUMP START2101 E BIDDLE ST STE 5000BALTIMOREMD21213NONESUPPORTING GRANT$30,000
PROJECT OWN INC
PROJECT OWN INC33 N CURLEY STREETBALTIMOREMD21224NONESUPPORTING GRANT$30,000
REBUILD METRO INC
REBUILD METRO INC1129 CAROLINE STREETBALTIMOREMD21213NONESUPPORTING GRANT$85,000
ROLAND PARK COMMUNITY FOUNDATION
ROLAND PARK COMMUNITY FOUNDATIONPO BOX 16214BALTIMOREMD21210NONESUPPORTING GRANT$30,000
RONALD MCDONALD HOUSE OF BALT
RONALD MCDONALD HOUSE OF BALTIMORE1 AISQUITH STREETBALTIMOREMD21202NONESUPPORTING GRANT$500
SHAREBABY
SHAREBABY1792 UNION AVENUEBALTIMOREMD21211NONESUPPORTING GRANT$81,000
SOCCER WITHOUT BORDERS
SOCCER WITHOUT BORDERS3700 EASTERN AVENUEBALTIMOREMD21224NONESUPPORTING GRANT$40,000
SOUTHEAST COMMUNITY DEVELOPMENT COR
SOUTHEAST COMMUNITY DEVELOPMENT COR36 S CHARLES STREET SUIBALTIMOREMD21201NONESUPPORTING GRANT$125,000
SOUTHWEST PARTNERSHIP
SOUTHWEST PARTNERSHIP1317 W BALTIMORE STREETBALTIMOREMD21223NONESUPPORTING GRANT$140,000
SQUASHWISE
SQUASHWISE2801 SISSON STREETBALTIMOREMD21211NONESUPPORTING GRANT$30,000
ST LUKES YOUTH CENTER
ST LUKES YOUTH CENTER217 N CAREY STREETBALTIMOREMD21223NONESUPPORTING GRANT$22,500
TAHIRIH JUSTICE CENTER
TAHIRIH JUSTICE CENTER211 E LOMBARD STREET STBALTIMOREMD21202NONESUPPORTING GRANT$46,500
THE ASSOCIATED JEWISH COMMUNITY FED
THE ASSOCIATED JEWISH COMMUNITY FED101 W MT ROYAL AVENUEBALTIMOREMD21201NONESUPPORTING GRANT$303,695
THE BALTIMORE ABORTION FUND
THE BALTIMORE ABORTION FUND1323 N CALVERT STREETBALTIMOREMD21202NONESUPPORTING GRANT$67,000
THE COMPOUND
THE COMPOUND2239 KIRK AVENUEBALTIMOREMD21218NONESUPPORTING GRANT$50,000
THE LITERACY LAB
THE LITERACY LAB1400 16TH STREET STE 410WASHINGTONDC20036NONESUPPORTING GRANT$80,000
THE SIXTH BRANCH
THE SIXTH BRANCH1400 GREENMOUNT AVENUE FBALTIMOREMD21202NONESUPPORTING GRANT$60,000
THE YORK ROAD PARTNERSHIP
THE YORK ROAD PARTNERSHIP5104 YORK ROADBALTIMOREMD21212NONESUPPORTING GRANT$30,000
THREAD
THREADPO BOX 1584BALTIMOREMD21203NONESUPPORTING GRANT$80,000
TNTP
TNTP500 7TH AVENUE 8TH FLOORNEW YORKNY10018NONESUPPORTING GRANT$115,000
TURNAROUND TUESDAY
TURNAROUND TUESDAY1311 N CAROLINE STREETBALTIMOREMD21213NONESUPPORTING GRANT$75,000
UMBC FOUNDATION
UMBC FOUNDATION1000 HILLTOP CIRCLEBALTIMOREMD21250NONESUPPORTING GRANT$60,000
UMBFF
UMBFF220 ARCH STREET 14TH FLRBALTIMOREMD21201NONESUPPORTING GRANT$25,000
UNIVERSITY OF BALTIMORE FOUNDATION
UNIVERSITY OF BALTIMORE FOUNDATION1130 N CHARLES STREETBALTIMOREMD21201NONESUPPORTING GRANT$7,000
UPSURGE BALTIMORE
UPSURGE BALTIMORE1501 ST PAUL STREET STE 1BALTIMOREMD21202NONESUPPORTING GRANT$50,000
URBAN TEACHERS BALTIMORE
URBAN TEACHERS BALTIMORE8 MARKET PLACE SUITE 410BALTIMOREMD21202NONESUPPORTING GRANT$75,000
VENTURE FOR AMERICA
VENTURE FOR AMERICA40 WEST 29TH STREET SUITNEW YORKNY10001NONESUPPORTING GRANT$75,000
WEEKEND BACKPACKS FOR HOMELESS KIDS
WEEKEND BACKPACKS FOR HOMELESS KIDSPO BOX 21486BALTIMOREMD21282NONESUPPORTING GRANT$500
WYPR
WYPR2216 N CHARLES STREETBALTIMOREMD21218NONESUPPORTING GRANT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,906,745TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,528,271ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$715,782ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
FROM PASS THRU ENTITIES900003$526,888
FROM PASS THRU ENTITIES14-$573,921

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$526,888UnrelatedBusinessTaxblIncmAmt
Exclusion$1,670,132ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,197,020TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & AUDITCategoryTxt
Amt$98,615Amt
Net Investment Income$36,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$62,115DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS CUSTODIANSBondNm
EOY Book Value$7,726,610EOYBookValueAmt
EOYFMV$7,573,335EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK - VAR CUSTODIANSStockNm
EOY Book Value$42,228,397EOYBookValueAmt
EOYFMV$65,267,391EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Book Value$33,204,453BookValueAmt
EOYFMV$53,024,495EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX RECEIVABLEDesc
BOY Book Value$176,494BOYBookValueAmt
EOY Book Value$179,148EOYBookValueAmt
EOYFMV$179,148EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$1,681Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$22,021$22,021
OFFICE EXPENSES$50,156$50,156
DUES & SUBSCRIPTIONS$12,547$12,547
INVESTMENT MANAGER FEES$247,170$247,170
ADVISORY FEES$143,000$143,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FROM PASS THRU ENTITIES$526,888
FROM PASS THRU ENTITIES-$573,921-$573,921

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$16,864Amt