THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC (EIN 20-5708151)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-01-23
- IRS object ID
- 202340239349100309
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-23T10:19:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521955106 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENJAMIN J DYCHALA JR CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 S CHARLES ST STE 450 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205708151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND MILDRED KAPLAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4104848318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BRANCHWOOD COURT | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN F KAPLAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4104848318 | PhoneNum |
| Signature | 2023-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBIN | PersonFirstNm |
| Person Last | KAPLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN J DYCHALA JR | PreparerPersonNm |
| PTIN | P00176925 | PTIN |
| Phone | 4107273123 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,273,607 | 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 |
| Interest On Sav Rev And Expnss | $38,764 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,764 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $558,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,257,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $558,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $643,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $643,557 | 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 | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,844 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $346,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $598,861 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,641 | CashBOYAmt |
| Cash EOY | $32,352 | CashEOYAmt |
| Cash EOYFMV | $32,352 | CashEOYFMVAmt |
| US Government Obligations BOY | $462,447 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $531,796 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $554,657 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,982,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,965,527 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,521,536 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $840,344 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,156,945 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,165,062 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,339,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,686,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,273,607 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | 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 | $3,337,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,684,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,337,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,684,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,339,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,686,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,337,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $346,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,684,120 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,684,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHEVY CHASE TRUST CH901186 | P | 2021-12-31 | $709,765 | $358,004 | $351,761 | $351,761 |
| CHEVY CHASE TRUST CH901186 | P | 2021-12-31 | $197,978 | $157,976 | $40,002 | $40,002 |
| CHEVY CHASE TRUST CH901186 | P | 2021-12-31 | $299,576 | $138,543 | $161,033 | $161,033 |
| CHEVY CHASE TRUST CH901186 | P | 2021-12-31 | $49,916 | $44,659 | $5,257 | $5,257 |
| CAPITAL GAINS DIVIDENDS | P | $73 | $73 | $73 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $558,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,324 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,324 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,347 | 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 | $8,347 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | FL | 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 | GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | ROBIN F KAPLAN | IndividualWithBooksNm |
| Phone | 4104848318 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BRANCHWOOD COURT | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212083301 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN F KAPLAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BRANCHWOOD COURT | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $5,677,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,677,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,677,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,592,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,324 | TotalTaxAmt |
| Distributable Before Adj | $271,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,284 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $252,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $238,213 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $238,213 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $257,497 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACLU | ||||||||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | SECTION 501(C)(3) | FOUNDATION DONATION | $15,000 | ||||||
| NEXT ONE UP | ||||||||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | SECTION 501(C)(3) | FOUNDATION DONATION | $1,000 | ||||||
| COSMOS CLUB | ||||||||||||
| 2121 MASSACHUSETTS AVE NW STE 300 | WASHINGTON | DC | 20008 | SECTION 501(C)(3) | FOUNDATION DONATION | $500 | ||||||
| CHADTOUGH DEFEAT DIPG | ||||||||||||
| PO BOX 907 | SALINE | MI | 48176 | SECTION 501(C)(3) | FOUNDATION DONATION | $10,000 | ||||||
| B'NAI ISREAL CONGREGATION | ||||||||||||
| 6301 MONTROSE RD | ROCKVILLE | MD | 20852 | SECTION 501(C)(3) | FOUNDATION DONATION | $2,000 | ||||||
| INTEGRITY FIRST FOR AMERICA | ||||||||||||
| PO BOX 1831 | NEW YORK | NY | 10156 | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 | ||||||
| LOCAL PROGRESS POLICY INIATIVE | ||||||||||||
| 1730 M ST NW STE 1115 | WASHINGTON | DC | 20036 | SECTION 501(C)(3) | FOUNDATION DONATION | $15,000 | ||||||
| CASA | ||||||||||||
| 8151 15TH AVE | HYATTSVILLE | MD | 20783 | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 | ||||||
| JHU DEPT OF NEUROSURERY | ||||||||||||
| 550 N BROADWAY 7TH FLOOR | BALTIMORE | MD | 21205 | SECTION 501(C)(3) | FOUNDATION DONATION | $10,000 | ||||||
| FRIENDS OF ROOSEVELT HS | ||||||||||||
| 119 VARNUM ST NW | WASHINGTON | DC | 20011 | SECTION 501(C)(3) | FOUNDATION DONATION | $1,000 | ||||||
| LIVING CLASSROOMS | ||||||||||||
| 1417 THAMES ST | BALTIMORE | MD | 21231 | SECTION 501(C)(3) | FOUNDATION DONATION | $1,500 | ||||||
| CORNELL UNIVERSITY | ||||||||||||
| 303 DAY HALL | ITHACA | NY | 14853 | SECTION 501(C)(3) | FOUNDATION DONATION | $20,000 | ||||||
| UNDIOS US | ||||||||||||
| 1126 16TH ST NW 600 | WASHINGTON | DC | 20036 | SECTION 501(C)(3) | FOUNDATION DONATION | $3,000 | ||||||
| ITINERIS FOUNDATION | ||||||||||||
| 2050 ROCKROSE AVE | BALTIMORE | MD | 21211 | SECTION 501(C)(3) | FOUNDATION DONATION | $2,000 | ||||||
| FOOD RESCUE USA | ||||||||||||
| 1127 HIGH RIDGE RD STE 338 | STANFORD | CT | 06905 | SECTION 501(C)(3) | FOUNDATION DONATION | $2,000 | ||||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 | N/A | |||||
| FOOT STEPS | ||||||||||||
| 114 JOHN ST 930 | NEW YORK | NY | 10272 | SECTION 501(C)(3) | FOUNDATION DONATION | $10,000 | N/A | |||||
| JEWISH MUSEUM OF MARYLAND | ||||||||||||
| 15 LLOYD ST | BALTIMORE | MD | 21202 | SECTION 501(C)(3) | FOUNDATION DONATION | $3,000 | N/A | |||||
| MONTREAL NEUROLOGICAL INSTITUTE | ||||||||||||
| SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATIONS | $53,500 | 3801 UNIVERSITY ST | MONTREAL | QUEBEC | CA | H3A2B4 | |||||
| NAACP LEGAL DEFENSE | ||||||||||||
| 40 RECTOR ST 5TH FLOOR | NEW YORK | NY | 10006 | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATION | $5,000 | ||||||
| NEW GEORGIA PROJECT | ||||||||||||
| 830 GLENWOOD AVE SE STE 510-221 | ATLANTA | GA | 30316 | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 | ||||||
| PANCREATIC CANCER ACTION NETWORK | ||||||||||||
| 1500 ROSECRANS AVE 200 | MANHATTAN BEACH | CA | 90266 | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATION | $3,000 | ||||||
| PARTNERS IN HEALTH | ||||||||||||
| PO BOX 996 | FREDERICK | MD | 21705 | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 | ||||||
| PLANNED PARENTHOOD FOUNDATION | ||||||||||||
| 434 W 33RD ST | NEW YORK | NY | 10001 | SECTION 501(C)(3) | FOUNDATION DONATION | $15,000 | ||||||
| ROCA | ||||||||||||
| 800 PARK AVE | BALTIMORE | MD | 21201 | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 | ||||||
| SANDY HOOK PROMISE FOUNDATION | ||||||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | SECTION 501(C)(3) | FOUNDATION DONATION | $7,500 | ||||||
| SUNFLOWER CO FREEDOM PROJECT | ||||||||||||
| 120 DELTA AVE PO BOX 701 | SUNFLOWER | MS | 38778 | SECTION 501(C)(3) | FOUNDATION DONATION | $20,000 | N/A | |||||
| UNICORN THEATER | ||||||||||||
| 3828 MAIN ST | KANSAS CITY | MO | 64111 | SECTION 501(C)(3) | FOUNDATION DONATION | $2,000 | N/A | |||||
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | SECTION 501(C)(3) | FOUNDATION DONATION | $20,000 | N/A | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,764 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,667 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
| Related Or Exempt Function Incm | $558,053 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,504 | ExclusionAmt |
| Related Or Exempt Function Incm | $558,053 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $643,557 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 96 | INVESTMENT ACTIVITY |
| 101 | INVESTMENT ACTIVITY |
| 126 | INVESTMENT ACTIVITY |
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 | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE NOTES/CD'S | BondNm |
| EOY Book Value | $1,156,945 | EOYBookValueAmt |
| EOYFMV | $1,165,062 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,965,527 | EOYBookValueAmt |
| EOYFMV | $4,521,536 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $53,767 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $57,510 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $478,029 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $497,147 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $30,237 | $30,237 | $0 |
| GLOBAL TAX | $241 | $241 | $0 |
| FL FILING FEE | $61 | $61 | $0 |
| MISCELLEOUS | $563 | $563 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO M KAPLAN REV TR | Desc |
| BOY Book Value | $2,500 | BOYBookValueAmt |
| EOY Book Value | $2,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,844 | $2,844 | $0 |
| FEDERAL TAXES | $8,000 | $8,000 | $0 |