CAPLAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAPLAN FAMILY FOUNDATION INC (EIN 52-2005222)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202313139349102276
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T16:49:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | CAPLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,126,048 | 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 | $22,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,839 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $106,434 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $106,434 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $106,434 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $16,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,164 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,437 | 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 | $6,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,022 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $552 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,492 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,492 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,116 | CashBOYAmt |
| Cash EOY | $30,031 | CashEOYAmt |
| Cash EOYFMV | $30,031 | CashEOYFMVAmt |
| Corporate Stock BOY | $830,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $843,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,070,295 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $382,507 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $368,540 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,017,183 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,539 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,539 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,539 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,256,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,250,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,126,048 | 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 | $1,256,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,250,782 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,256,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,250,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,256,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,250,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,256,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,250,782 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,250,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $25,000 | $17,618 | $7,382 | $7,382 |
| CAPITAL GAINS DIVIDENDS | P | $8,782 | $8,782 | $8,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,864 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,864 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,284 | 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 | $2,284 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $402 | OverpaymentAmt |
| Applied To ES Tax | $402 | 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 | $1,132,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,025,722 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,177,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,177,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,129,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,864 | TotalTaxAmt |
| Distributable Before Adj | $154,628 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,628 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,628 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,628 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,329 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,446 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $266,955 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,326 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,326 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $249,629 | 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 | $71,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $178,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,329 | ExcessFromYear4Amt |
| Excess From Year3 | $69,643 | ExcessFromYear3Amt |
| Excess From Year2 | $27,446 | ExcessFromYear2Amt |
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 (80 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. | $1,700 | |
| ALS ASSOCIATION | ||||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE FIGHT TO TREAT AND CURE ALS THROUGH GLOBAL RESEARCH AND NATIONWIDE ADVOCACY | $250 | |
| 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 | $2,500 | |
| ARS NOVA | ||||||||
| 27 BARROW STREET | NEW YORK | NY | 10014 | NONE | PC | TO SUPPORT OUTSIDE-THE-BOX THINKING AND ENCOURAGES INNOVATIVE, GENRE-BENDING WORK. | $500 | |
| 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 | $18,500 | |
| 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 | |
| ATLANTIC THEATER COMPANY | ||||||||
| 76 NINTH AVENUE SUITE 313 | NEW YORK | NY | 10011 | NONE | PC | TO PRODUCE GREAT PLAYS SIMPLY AND TRUTHFULLY UTILIZING AN ARTISTIC ENSEMBLE | $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. | $20,250 | |
| BROOKLYN ACADEMY OF MUSIC (FRIENDS OF BAM) | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | TO BE THE HOME FOR ADVENTUROUS ARTISTS, AUDIENCES, AND IDEAS. | $150 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | TO PROVIDE THE HIGHEST QUALITY LIBERAL ARTS EDUCATION TO PROMISING AND HIGH-ACHIEVING YOUNG WOMEN, OFFERING THE UNPARALLELED ADVANTAGES OF AN OUTSTANDING RESIDENTIAL COLLEGE IN PARTNERSHIP WITH A MAJOR RESEARCH UNIVERSITY. | $1,000 | |
| BETH AM | ||||||||
| 2701 N CHARLES STREET | BALTIMORE | MD | 21218 | 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. | $3,712 | |
| BROOKLYN BOTANICAL GARDEN | ||||||||
| 990 WASHINGTON AVE | BROOKLYN | NY | 11225 | NONE | PC | TO CONNECT PEOPLE TO THE WORLD OF PLANTS, FOSTERING DELIGHT AND CURIOSITY WHILE INSPIRING AN APPRECIATION AND SENSE OF STEWARDSHIP OF THE ENVIRONMENT. | $100 | |
| CARNEGIE HALL | ||||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | NONE | PC | TO PRESENT EXTRAORDINARY MUSIC AND MUSICIANS ON THE THREE STAGES OF THIS LEGENDARY HALL, TO BRING THE TRANSFORMATIVE POWER OF MUSIC TO THE WIDEST POSSIBLE AUDIENCE, TO PROVIDE VISIONARY EDUCATION PROGRAMS, AND TO FOSTER THE FUTURE OF MUSIC THROUGH THE CULTIVATION OF NEW WORKS, ARTISTS, AND AUDIENCES. | $100 | |
| 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 | |
| CLASSIC STAGE COMPANY THEATER THE BARD | ||||||||
| 136 EAST 13TH STREET | NEW YORK | NY | 10003 | NONE | PC | TO HELP COLLABORATE WITH ARTISTS TO PRODUCE WORK THAT IS INCLUSIVE, RELEVANT AND ACCESSIBLE. | $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. | $500 | |
| CREATIVE ALLIANCE | ||||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PC | BUILDS COMMUNITIES BY BRINGING TOGETHER ARTISTS AND AUDIENCES FROM DIVERSE BACKGROUNDS TO EXPERIENCE SPECTACULAR ARTS AND EDUCATION PROGRAMS AND ENGAGE IN THE CREATIVE PROCESS | $2,000 | |
| 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 | |
| FILM FORUM | ||||||||
| 209 W HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PC | TO PROVIDE AN INTERNATIONAL ARRAY OF FILMS THAT TREAT DIVERSE SOCIAL, POLITICAL, HISTORICAL AND CULTURAL REALITIES. | $250 | |
| 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 | |
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | PC | TO DRIVE THE RESEARCH THAT WILL PROVIDE PREVENTIONS, TREATMENTS AND CURES FOR PEOPLE AFFECTED BY RETINITIS PIGMENTOSA, MACULAR DEGENERATION, USHER SYNDROME, AND THE ENTIRE SPECTRUM OF RETINAL DEGENERATIVE DISEASES | $500 | 100 |
| FRICK MUSEUM | ||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10121 | NONE | PC | TO SUPPORT AN INTERNATIONALLY RECOGNIZED ART MUSEUM AND LIBRARY PROGRAM FOR THE INSPIRATION AND ENJOYMENT OF THE PUBLIC AND FOR THE ADVANCEMENT OF THE STUDY OF FINE ARTS AND KINDRED SUBJECTS. | $140 | |
| 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 | |
| IMMIGRATION EQUALITY | ||||||||
| 40 EXCHANGE PLACE SUITE 1705 | NEW YORK | NY | 10005 | NONE | PC | WE PROMOTE JUSTICE AND EQUALITY FOR LGBTQ AND HIV-POSITIVE IMMIGRANTS THROUGH DIRECT LEGAL SERVICES, POLICY ADVOCACY, AND IMPACT LITIGATION. | $1,500 | |
| 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 | $650 | |
| 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. | $100 | |
| 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 | $125 | |
| 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 | $3,200 | |
| LUKEMIA & LYMPHOMA SOCIETY SOY CLAIRE MANGAN | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | POWERING THE SCIENTIFIC ENGINE THAT DRIVES BLOOD CANCER CURES AND BRINGS HOPE TO PATIENTS | $1,000 | |
| LITTLE RED SCHOOL HOUSE INC | ||||||||
| 40 CHARITON STREET | NEW YORK | NY | 10014 | NONE | PC | TO TEACH CHILDREN TO BE INDEPENDENT THINKERS WHO WORK TOGETHER TO SOLVE COMPLEX PROBLEMS | $100 | |
| 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 | |
| MARYLAND CITIZENS FOR THE ARTS | ||||||||
| 120 W NORTH AVENUE STE 302 | BALTIMORE | MD | 21201 | NONE | PC | TO PROVIDE ART AWARENESS AND SUPPORT | $250 | |
| MARYLAND HUMANITIES COUNCIL | ||||||||
| 180 W CENTRE STREET | BALTIMORE | MD | 21201 | NONE | PC | TO CREATE AND SUPPORT EDUCATIONAL EXPERIENCES IN THE HUMANITIES THAT INSPIRE ALL MARYLANDERS TO EMBRACE LIFELONG LEARNING, EXCHANGE IDEAS OPENLY, AND ENRICH THEIR COMMUNITIES. | $250 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | THE PURPOSE OF ESTABLISHING AND MAINTAINING IN NEW YORK CITY A MUSEUM AND LIBRARY OF ART, OF ENCOURAGING AND DEVELOPING THE STUDY OF THE FINE ARTS, AND THE APPLICATION OF ARTS TO MANUFACTURE AND PRACTICAL LIFE, OF ADVANCING THE GENERAL KNOWLEDGE OF KINDRED SUBJECTS, AND, TO THAT END, OF FURNISHING POPULAR INSTRUCTION. | $1,710 | |
| 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 JOURNAL | ||||||||
| 119 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10011 | 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. | $3,000 | |
| 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 | |
| MOMA | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | THE ENCOURAGEMENT OF AN EVER DEEPER UNDERSTANDING AND ENJOYMENT OF MODERN AND CONTEMPORARY ART BY THE DIVERSE LOCAL, NATIONAL, AND INTERNATIONAL AUDIENCES THAT IT SERVES. | $340 | |
| MUSEUM OF THE MOVING IMAGE | ||||||||
| 36-01 35TH AVENUE | ASTORIA | NY | 11106 | NONE | PC | TO ADVANCE THE UNDERSTANDING, ENJOYMENT, AND APPRECIATION OF THE ART, HISTORY, TECHNIQUE, AND TECHNOLOGY OF FILM, TELEVISION, AND DIGITAL MEDIA | $140 | |
| NEW MUSEUM | ||||||||
| 235 BOWERY | NEW YORK | NY | 10002 | NONE | PC | TO SUPPORT NEW PRODUCTIONS, EXPERIMENTATION, AND NEW FORMS OF ART MAKING | $400 | |
| NEW YORK BOTANICAL GARDENS | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | TO SUPPORT A LIVING MUSEUM, AN EDUCATIONAL INSTITUTION, AND A PLANT RESEARCH AND CONSERVATION ORGANIZTION | $300 | |
| NEW YORK CARES | ||||||||
| 65 BROADWAY 19TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO DEVELOP VOLUNTEER PROGRAMMING IN RESPONSE TO PRESSING COMMUNITY NEEDS | $100 | |
| NEW YORK METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | TO BRING THRILLING PRODUCTIONS TO OPERA LOVERS WORLDWIDE. | $500 | |
| 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 | $250 | |
| 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 | |
| PERLMAN MUSIC PROGRAM | ||||||||
| 73 SHORE ROAD | SHELTER ISLAND | NY | 11965 | NONE | PC | OFFERS UNPARALLELED MUSICAL TRAINING TO YOUNG STRING PLAYERS OF RARE AND SPECIAL TALENT. | $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 | |
| 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 | $250 | |
| PUBLIC THEATRE | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | TO PROVIDE ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT S ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS | $1,000 | |
| 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 FOUNDATION US | ||||||||
| 1000 DEAN STREET SUITE 430 | BROOKLYN | NY | 11238 | NONE | PC | TO SUPPORT INDIGENOUS AND TRADITIONAL PEOPLES OF THE WORLDS RAINFORESTS IN THEIR EFFORTS TO PROTECT THEIR ENVIRONMENT AND FULFILL THEIR RIGHTS BY ASSISTING THEM IN | $1,000 | |
| RATTLESTICK THEATER | ||||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | NONE | PC | TO PRODUCE PROVOCATIVE WORKS THAT ARE ESSENTIAL, URGENT, AND NECESSARY TO OUR ARTISTS, OUR AUDIENCES, OUR NYC HOME, AND GLOBAL COMMUNITY. | $500 | |
| 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 | |
| SHARE OUR STRENGTH | ||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | PC | TO HELP ENSURE THAT EVERY CHILD GETS THREE HEALTHY MEALS EVERY DAY. | $1,000 | |
| 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 ANNS WAREHOUSE | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | TO SUPPORT A PERFORMING ARTS INSTITUTION IN BROOKLYN, NEW YORK CITY. | $200 | |
| STUDIO MUSEUM HARLEM | ||||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT BLACK ART AND CULTURE. | $500 | |
| SWEET RELIEF | ||||||||
| 2601 E CHAPMAN AVENUE STE 204 | FULLERTON | CA | 92831 | NONE | PC | PROVIDES FINANCIAL ASSISTANCE TO ALL TYPES OF CAREER MUSICIANS AND MUSIC INDUSTRY WORKERS WHO ARE STRUGGLING TO MAKE ENDS MEET WHILE FACING PHYSICAL OR MENTAL HEALTH ISSUES, DISABILITY, OR AGE-RELATED PROBLEMS. | $400 | |
| THE HOUSE FOUNDATION FOR THE ARTS INC | ||||||||
| 260 WEST BROSADWAY SUITE 2 | NEW YORK | NY | 10013 | NONE | PC | TO CULTIVATE CULTURAL ENGAGEMENT THROUGH LIVE MUSIC CONCERTS, INTERDISCIPLINARY PERFORMANCES, EXHIBITIONS AND EDUCATIONAL INITIATIVES. | $1,000 | |
| 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 | |
| VINEYARD THEATER | ||||||||
| 108 EAST 15TH STREET | NEW YORK | NY | 10003 | NONE | PC | DEDICATED TO NURTURING THE VOICES OF DARING ARTISTS, AND TO DEVELOPING AND PRODUCING WORK THAT PUSHES THE BOUNDARIES OF WHAT THEATRE CAN BE AND DO | $200 | |
| WHITE COLUMNS | ||||||||
| 91 HORATIO STREET | NEW YORK | NY | 10014 | NONE | PC | TO SUPPORT PROGRAMMING, THE ARTISTS WE PRESENT AND THE ESSENTIAL OPERATING EXPENSES THAT KEEP OUR DOORS OPEN TO THE PUBLIC | $500 | |
| WHITNEY MUSEUM | ||||||||
| 99 GANESVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | TO PROVIDE CRITICAL SUPPORT FOR THE MUSEUM AND TO PROVIDE SUPPORT TO THE CAREERS OF LIVING AMERICAN ARTISTS | $3,425 | |
| YOUNG AUDIENCES | ||||||||
| 21 E NORTH AVENUE | BALTIMORE | MD | 21202 | NONE | PC | TO INSPIRE YOUNG PEOPLE AND EXPAND THEIR LEARNING THROUGH THE ARTS. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,492 | 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 | $22,839 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $106,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,164 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,437 | 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 | $6,820 | Amt |
| Net Investment Income | $3,410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,410 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | $71,121 | $184,959 |
| VANGUARD INTERNATIONAL VALUE | $103,332 | $103,414 |
| VANGUARD ADMIRAL SHRS INTER-TERM | $44,092 | $40,957 |
| VANGUARD HIGH-YIELD CORP FUND | $72,361 | $64,198 |
| VANGUARD WELLINGTON ADM/INV SHARES | $157,250 | $157,135 |
| VANGUARD MID-CAP INDEX FUND | $61,721 | $140,314 |
| ST BOND INDEX ADM | $92,023 | $86,990 |
| SMALL CAP GR INDEX ADM | $32,377 | $75,201 |
| CORE BOND FUND ADMIRAL | $60,627 | $55,201 |
| DEVEL MARKETS INDEX ADMIRAL | $58,717 | $57,254 |
| SMALL CAP VALUE INDEX ADM | $59,756 | $75,920 |
| GROWTH INDEX ADM | $30,295 | $28,752 |
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 | $368,540 | BookValueAmt |
| EOYFMV | $2,017,183 | 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 | $2,400 | $0 | $2,400 |
| OFFICE SUPPLIES | $552 | $552 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $7,022 | Amt |
| Net Investment Income | $7,022 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $385 | $385 | $0 |
| EXCISE TAX | $2,200 | $0 | $0 |