THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM AND MILDRED KAPLAN FOUNDATION INC (EIN 20-5708151)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-01
- IRS object ID
- 202323059349100317
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-01T11:48:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-23 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 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 | $4,952,858 | 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 | $49,942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,942 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $298,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,180,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $298,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $401,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401,068 | 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 | $3,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,923 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,030 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,352 | CashBOYAmt |
| Cash EOY | $266,734 | CashEOYAmt |
| Cash EOYFMV | $266,734 | CashEOYFMVAmt |
| US Government Obligations BOY | $531,796 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $503,608 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $473,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,965,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,851,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,119,394 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,156,945 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,147,654 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,063,357 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,058 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,396 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,686,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,800,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,952,858 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,500 | 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 | $3,684,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,777,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,684,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,777,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,686,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,800,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,684,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,777,710 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,777,710 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2022-12-31 | $148,891 | $179,916 | -$31,025 | -$31,025 |
| CHEVY CHASE TRUST CH901186 | P | 2022-12-31 | $315,484 | $118,145 | $197,339 | $197,339 |
| CHEVY CHASE TRUST CH901186 | P | 2022-12-31 | $715,790 | $583,461 | $132,329 | $132,329 |
| CAPITAL GAINS DIVIDENDS | P | $193 | $193 | $193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $298,836 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | 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 | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $7,086 | OverpaymentAmt |
| Applied To ES Tax | $7,086 | 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 | 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 | $5,315,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,315,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,315,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,235,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,880 | TotalTaxAmt |
| Distributable Before Adj | $256,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,888 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,497 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $13,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,497 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,787 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,787 | 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 | $243,098 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $15,000 |
| B'NAI ISRAEL SYNAGOGUE | |||||||
| 6301 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $3,500 |
| CHADTOUGH DEFEAT DIPG FDTN | |||||||
| PO BOX 907 | SALINE | MI | 48176 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $10,000 |
| WASHINGTON UNIVERSITY (ARTS AND SCIENCE) | |||||||
| 1 BROOKING DR | ST LOUIS | MO | 631309989 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,500 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 |
| FOOD RESCUE USA | |||||||
| 1127 HIGH RIDGE RD STE 338 | STANFORD | CT | 06905 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 |
| FOOT STEPS | |||||||
| 114 JOHN ST 930 | NEW YORK | NY | 10272 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $10,000 |
| HOME | |||||||
| 1419 W CARROLL | CHICAGO | IL | 60607 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $1,500 |
| RONALD MCDONALD HOUSE (IN CHICAGO) | |||||||
| 211 E GRAND AVE | CHICAGO | IL | 60611 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,000 |
| ITINERIS FOUNDATION | |||||||
| 2050 ROCKROSE AVE | BALTIMORE | MD | 21211 | N/A | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATIONFOUNDATION DONATIONFOUNDATION DONATION | $2,000 |
| JEWISH MUSEUM OF MARYLAND | |||||||
| 15 LLOYD ST | BALTIMORE | MD | 21202 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $3,500 |
| CONNECTION FOR ABUSED WOMEN AND CHILDREN | |||||||
| 1116 N KEDZIE AVE | CHICAGO | IL | 60651 | N/A | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATIONFOUNDATION DONATION | $1,500 |
| CJE SENIOR LIFE | |||||||
| 3003 W TOUHY AVE | CHICAGO | IL | 60645 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,500 |
| LOCAL PROGRESS POLICY IMPACT LAB | |||||||
| 1730 M ST NW STE 1115 | WASHINGTON | DC | 20036 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $15,000 |
| NATIONAL FRAGILE X FOUNDATION | |||||||
| 1012 14TH ST STE 500 | WASHINGTON | DC | 20005 | N/A | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATIONS | $2,500 |
| NAACP LEGAL DEFENSE | |||||||
| 40 RECTOR ST 5TH FLOOR | NEW YORK | NY | 10006 | N/A | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATION | $5,000 |
| NEW GEORGIA PROJECT | |||||||
| 830 GLENWOOD AVE SE STE 510-221 | ATLANTA | GA | 30316 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $3,000 |
| NEXT ONE UP | |||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | N/A | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATIONS | $2,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE 200 | MANHATTAN BEACH | CA | 90266 | N/A | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATION | $3,000 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $6,000 |
| ROCA | |||||||
| 800 PARK AVE | BALTIMORE | MD | 21201 | N/A | SECTION 501(C)(3) | FOUNDATION DONATIONFOUNDATION DONATION | $10,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $10,000 |
| SUNFLOWER CO FREEDOM PROJECT | |||||||
| 120 DELTA AVE PO BOX 701 | SUNFLOWER | MS | 38778 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $20,000 |
| ACCESS LIV (SVCSHOUSING FOR DISABLED) | |||||||
| 115 W CHICAGO AVE | CHICAGO | IL | 60654 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $1,000 |
| UNICORN THEATER | |||||||
| 3828 MAIN ST | KANSAS CITY | MO | 64111 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,500 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $20,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,500 |
| IMPROVING EDUCATION | |||||||
| 1100 N CHESTER ST | BALTIMORE | MD | 21213 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 |
| JEWISH UNITED FUND | |||||||
| BEN GURION WY 30 S WELLS ST | CHICAGO | IL | 60606 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,500 |
| PPFA | |||||||
| 434 W 33RD ST | NEW YORK | NY | 10001 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $15,000 |
| VOICES FOR CHILDREN MONTGOMERY | |||||||
| 1010 GRANDIN AVE STE B3 | ROCKVILLE | MD | 20851 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,000 |
| GOODS FOR GOOD | |||||||
| 3740 MCKINLEY ST NW | WASHINGTON | DC | 20015 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $2,500 |
| CC OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $1,500 |
| CHILDREN'S DEFENSE FUND | |||||||
| 840 1ST ST NE STE 300 | WASHINGTON | DC | 20002 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $1,500 |
| CURE EPILEPSY | |||||||
| 420 N WABASH AVE STE 650 | CHICAGO | IL | 60611 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $1,500 |
| THE FRIENDS OF MCGILL UNIVERSITY INC | |||||||
| PO BOX 28137 | NEW YORK | NY | 100878137 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $30,000 |
| MEALS ON WHEELS OF CENTRAL MD | |||||||
| 515 HAVEN ST | BALTIMORE | MD | 21224 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $6,000 |
| AYUDA | |||||||
| 1900 K ST NW STE 500 | WASHINGTON | DC | 20006 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 |
| ST LUKE'S YOUTH CENTER | |||||||
| 217 N CAREY ST | BALTIMORE | MD | 21223 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 |
| BREAD FOR THE CITY | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $5,000 |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | N/A | SECTION 501(C)(3) | FOUNDATION DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,500 | 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 | $49,942 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193 | ExclusionAmt |
| Related Or Exempt Function Incm | $298,643 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,425 | ExclusionAmt |
| Related Or Exempt Function Incm | $298,643 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $401,068 | 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 | $3,025 | Amt |
| Net Investment Income | $3,025 | 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 | $1,147,654 | EOYBookValueAmt |
| EOYFMV | $1,063,357 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,851,156 | EOYBookValueAmt |
| EOYFMV | $3,119,394 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $56,418 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $54,168 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $447,190 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $419,809 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERNATIONAL FIXED INCOME | Desc |
| EOY Book Value | $31,058 | EOYBookValueAmt |
| EOYFMV | $29,396 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $28,104 | $28,104 | $0 |
| GLOBAL TAX | $579 | $579 | $0 |
| FL FILING FEE | $61 | $61 | $0 |
| MISC | $286 | $286 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO M KAPLAN REV TR | $2,500 | $2,500 |
| PREPAID CONTRIBUTION | $0 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,189 | $2,189 | $0 |
| FEDERAL TAXES | $11,269 | $11,269 | $0 |
| OID US TREASURY | $4,050 | $4,050 | $0 |
| CT CORPORATION | $415 | $415 | $0 |