MARION I & HENRY J KNOTT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARION I & HENRY J KNOTT FOUNDATION INC (EIN 52-1517876)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349101609
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T10:08:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST PRATT STREET 4TH FLOOR | 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 | 521517876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARION I & HENRY J KNOTT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 4102357068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3904 HICKORY AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN Q KILDUFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4102357068 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COLLEEN | PersonFirstNm |
| Person Last | KILDUFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP H CORNBLATT CPA | PreparerPersonNm |
| PTIN | P00252478 | PTIN |
| Phone | 4107834900 | PhoneNum |
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 | $60,371,555 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,754 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,754 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $158,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $809,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,471,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $809,475 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $43,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | -$254,230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,258,473 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $716,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,229,375 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $136,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,695 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,255 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $195,052 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,393 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $176,659 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $63,285 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,513 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,772 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,185 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $593 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $592 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,740 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $303,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $297,578 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,228 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,585 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $22,981 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,713 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,229 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $19,023 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,023 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $131,040 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,648 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131,872 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $952,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $373,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $552,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,891,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,194,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,844,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $373,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,746,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,127,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,855,661 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,236 | CashBOYAmt |
| Cash EOY | $99,735 | CashEOYAmt |
| Cash EOYFMV | $99,735 | CashEOYFMVAmt |
| Acct Rcvbl | $60,644 | AcctRcvblAmt |
| Acct Rcvbl BOY | $102,341 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $60,644 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $60,644 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $85,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $25,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $85,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $85,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,728 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,688 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,688 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $72,336,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,727,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,727,634 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $737,613 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $343,759 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $406,567 | LandBOYAmt |
| Land EOY | $393,854 | LandEOYAmt |
| Land EOYFMV | $393,854 | LandEOYFMVAmt |
| Total Assets BOY | $73,035,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,371,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,371,555 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,480 | AccountsPayableEOYAmt |
| Grants Payable BOY | $517,176 | GrantsPayableBOYAmt |
| Grants Payable EOY | $215,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $517,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $225,480 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $72,518,660 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,146,075 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,518,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,146,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,035,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,371,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,518,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,127,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,000 | OtherIncreasesAmt |
| Subtotal | $69,433,725 | SubtotalAmt |
| Other Decreases | $9,287,650 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,146,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| USB#8826 CASH AND EQUIVALENTS | P | 2022-12-22 | $100,000 | $100,000 | $0 | $0 | |
| USB#8826 CASH AND EQUIVALENTS | P | 2022-12-27 | $468 | $468 | $0 | $0 | |
| USB#8826 CASH AND EQUIVALENTS | P | 2022-12-29 | $15,426 | $15,426 | $0 | $0 | |
| USB#8826 BLACKROCK EVENT DRIVEN EQUITY FUND | P | 2022-12-21 | $788 | $788 | $788 | ||
| USB#8826 BLACKROCK EVENT DRIVEN EQUITY FUND | P | 2022-12-21 | $10,172 | $10,172 | $10,172 | ||
| USB#8827 FIRST AM TREAS OB FD CL Z | P | 2022-12-15 | $50,574 | $50,574 | $0 | $0 | |
| USB#8827 FIRST AM TREAS OB FD CL Z | P | 2022-12-22 | $42,771 | $42,771 | $0 | $0 | |
| USB#8827 FIRST AM TREAS OB FD CL Z | P | 2022-12-27 | $693 | $693 | $0 | $0 | |
| USB#8827 HIRTLE CALLAGHAN PRIV EQ OFFSHORE FUND X | P | 2022-12-06 | $46,079 | $46,079 | $46,079 | ||
| USB#8827 IRONSIDES PARTNERSHIP FUND V LP | P | 2022-12-22 | $145 | $145 | $0 | $0 | |
| USB#8827 IRONSIDES PARTNERSHIP FUND V LP | P | 2022-12-22 | $34 | $34 | $0 | $0 | |
| USB#8827 LINDSELL TRAIN FLOBAL EQUITY LLC | P | 2022-12-01 | $1,200 | $1,196 | $4 | $4 | |
| USB#8827 POLUNIN DEVELOPING COUNTRIES FUND | P | 2022-12-01 | $1,282 | $499 | $783 | $783 | |
| USB#8827 SSGA BLOOMBERG ROLL SELECT COMMODITY | P | 2022-12-01 | $230,000 | $256,202 | -$26,202 | -$26,202 | |
| USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE | P | 2022-12-01 | $765,000 | $710,854 | $54,146 | $54,146 | |
| USB#8827 SSGA US GOVERNMENT INFLATION-LINKED | P | 2022-12-01 | $430,000 | $447,442 | -$17,442 | -$17,442 | |
| USB#8827 SSGA US REIT INDEX NI CTF | P | 2022-12-01 | $5,000 | $4,854 | $146 | $146 | |
| USB#8827 TACONIC OPPORTUNITY OFFSHORE FD LTD | P | 2022-12-01 | $200,000 | $200,000 | $200,000 | ||
| GAIN FROM BALTIMORE ORIOLES LIMITED PARTNERSHIP | P | $491,242 | $491,242 | $491,242 | |||
| GROUND RENT REDEMPTION - ACCT #6101300 | P | 2022-01-18 | $1,000 | $383 | $617 | $617 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #9990048 | P | 2022-01-18 | $1,500 | $630 | $870 | $870 | 1990-06-30 |
| GROUND RENT REDEMPTION - ACCT #6204200 | P | 2022-01-18 | $2,000 | $765 | $1,235 | $1,235 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #9990134 | P | 2022-02-02 | $1,500 | $630 | $870 | $870 | 1990-06-30 |
| GROUND RENT REDEMPTION - ACCT #6100900 | P | 2022-02-16 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #2165700 | P | 2022-02-23 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #2178565 | P | 2022-02-23 | $3,000 | $1,147 | $1,853 | $1,853 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #4171630 | P | 2022-02-23 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1075400 | P | 2022-02-25 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #5030300 | P | 2022-03-01 | $2,000 | $765 | $1,235 | $1,235 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6171457 | P | 2022-03-01 | $1,300 | $497 | $803 | $803 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1212518 | P | 2022-03-10 | $1,400 | $535 | $865 | $865 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1170845 | P | 2022-03-15 | $1,400 | $535 | $865 | $865 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #5104800 | P | 2022-03-15 | $1,800 | $688 | $1,112 | $1,112 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1169823 | P | 2022-03-15 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #5138520 | P | 2022-03-23 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #5169950 | P | 2022-03-23 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1010500 | P | 2022-04-13 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #2170918 | P | 2022-05-03 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #2091000 | P | 2022-05-24 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1169963 | P | 2022-06-01 | $1,400 | $535 | $865 | $865 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6086800 | P | 2022-06-08 | $1,400 | $535 | $865 | $865 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #3171342 | P | 2022-06-08 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6049100 | P | 2022-06-08 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #5213341 | P | 2022-06-08 | $1,800 | $688 | $1,112 | $1,112 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1171648 | P | 2022-06-13 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #5030200 | P | 2022-06-21 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6190932 | P | 2022-07-14 | $4,000 | $1,530 | $2,470 | $2,470 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #5169612 | P | 2022-08-29 | $1,800 | $688 | $1,112 | $1,112 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #3171315 | P | 2022-08-29 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #4171125 | P | 2022-08-29 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #2178563 | P | 2022-08-29 | $3,000 | $1,147 | $1,853 | $1,853 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6171543 | P | 2022-08-29 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6169518 | P | 2022-08-29 | $2,000 | $765 | $1,235 | $1,235 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #3061700 | P | 2022-09-01 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #4209800 | P | 2022-09-01 | $1,250 | $478 | $772 | $772 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6212007 | P | 2022-09-13 | $4,000 | $1,530 | $2,470 | $2,470 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #2132800 | P | 2022-09-13 | $1,500 | $574 | $926 | $926 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #1212506 | P | 2022-09-16 | $2,000 | $765 | $1,235 | $1,235 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #6182244 | P | 2022-10-04 | $2,500 | $956 | $1,544 | $1,544 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #9990139 | P | 2022-10-04 | $1,500 | $630 | $870 | $870 | 1990-06-30 |
| GROUND RENT REDEMPTION - ACCT #5169734 | P | 2022-10-10 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #3189614 | P | 2022-10-26 | $3,000 | $1,147 | $1,853 | $1,853 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #4171041 | P | 2022-10-26 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| GROUND RENT REDEMPTION - ACCT #2169341 | P | 2022-10-31 | $1,600 | $612 | $988 | $988 | 1989-11-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $809,475 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,438 | 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 | $86,438 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60,644 | OverpaymentAmt |
| Applied To ES Tax | $60,644 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.KNOTTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 4102357068 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3904 HICKORY AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (34 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN MCDONALD | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| BROOKE RODGERS | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| CARROLL MCGILL | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAN GALLAGHER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID GALLAGHER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID L PORTER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| E B HARRIS | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| EMILY HANSSEN | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| EMMETT VOELKEL | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN KNOTT | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| ERIN TIELSCH | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| GERALYNN SMYTH | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| JAMIE STODD | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| JOANNA O PORTER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN H RIEHL | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN SMYTH | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| KELLY HARRIS | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KELLY MEDINGER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | EXECUTIVE DIRECTOR | 40.00 | $136,950 | $17,879 | $0 |
| LAUREL PORTER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| LINDSAY GALLAGHER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MARION HASHIM | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MARION I KNOTT | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MARTIN G KNOTT | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARTIN KNOTT JR | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MARTIN PORTER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MEGHAN MCDONALD | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL GALLAGHER | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| OWEN M KNOTT | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| PATRICK RODGERS | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| PETER R MCGILL | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| TERESA KNOTT | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| THOMAS HARRIS | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MORGAN VOELKEL | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
| MARGIE RIEHL | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN MCCARTHY | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | PROGRAM DIRECTOR | 40.00 | $97,500 | $24,069 | $0 |
| CHRISTINA RICKMAN | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | BUSINESS MANAGER | 40.00 | $52,552 | $7,787 | $0 |
| CAROL HOFFMAN | ||||||||
| 3904 HICKORY AVENUE | BALTIMORE | MD | 21211 | EXECUTIVE MANAGER | 40.00 | $45,000 | $13,588 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DRIVE SUITE 250 | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $163,922 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $65,316,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $429,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,851,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,851,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $987,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,863,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,243,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,243,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,794 | TotalTaxAmt |
| Distributable Before Adj | $3,217,398 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $43,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,260,398 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,260,398 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,746,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,746,271 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,260,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $639,333 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,746,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $639,333 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,106,938 | 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 | $153,460 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | COLLEEN Q KILDUFF EXECUTIVE DIRECTO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3904 HICKORY AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102357068 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY, JUNE, AND OCTOBER OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUESTS ARE ACCEPTED FROM ORGANIZATIONS AND PROGRAMS SERVING THE ARCHDIOCESE OF BALTIMORE, INCLUDING BALTIMORE CITY AND THE FOLLOWING MARYLAND COUNTIES: ALLEGANY, ANNE ARUNDEL, BALTIMORE, CARROLL, FREDERICK, GARRETT, HARFORD, HOWARD, AND WASHINGTON. AWARDS ARE MADE IN FIVE PROGRAM AREAS: ARTS & HUMANITIES, CATHOLIC ACTIVITIES, EDUCATION SUCH AS CATHOLIC & PRIVATE SCHOOLS, PRIVATE COLLEGES & UNIVERSITIES, HEALTH CARE, AND HUMAN SERVICES. WITHIN THESE PROGRAM AREAS, WE CURRENTLY FUND THE FOLLOWING PROJECTS: CAPITAL EXPENSES, DEVELOPMENT, NEW AND/OR ONGOING PROGRAMS, OPERATING EXPENSES, AND TECHNOLOGY. NOT FUNDED: UNRESTRICTED GRANTS, REQUESTS THAT WOULD SUB-GRANT AWARDS, ENDOWMENT FUNDS, INDIVIDUALS, MEDICAL RESEARCH, ONE-TIME-ONLY EVENTS, SEMINARS, OR WORKSHOPS, ORGANIZATIONS IN OPERATION FOR LESS THAN ONE YEAR, POLITICAL ACTIVITIES, PRO-CHOICE CAUSE & REPRODUCTIVE HEALTH SERVICES IN DIRECT CONFLICT WITH THE TEACHINGS OF THE CATHOLIC CHURCH, PUBLIC SCHOOL EDUCATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADELANTE LATINA | ||||||||
| 2907 W STRATHMORE AVE | BALTIMORE | MD | 21209 | NONE | NC | OPERATIONS | $20,000 | |
| ANIMAL ALLIES RESCUE FOUNDATION INC | ||||||||
| PO BOX 6446 | BALTIMORE | MD | 21230 | NONE | NC | OPERATIONS | $50 | |
| ARCHDIOCESE OF BALTIMORE | ||||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | NC | OPERATIONS | $228,222 | |
| ASSOCIATED CATHOLIC CHARITIES INC | ||||||||
| 320 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | NC | OPERATIONS | $160,000 | |
| ASSOCIATED CHARITIES OF CUMBERLAND | ||||||||
| 1 FREDERICK ST | CUMBERLAND | MD | 21502 | NONE | NC | OPERATIONS | $20,000 | |
| ATHLETES SERVING ATHLETES | ||||||||
| PO BOX 4222 | LUTHERVILLE | MD | 21094 | NONE | NC | OPERATIONS | $259 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21202 | NONE | NC | OPERATIONS | $100 | |
| BALTIMORE HUMANE SOCIETY | ||||||||
| 1601 NICODEMUS RD | REISTERSTOWN | MD | 21136 | NONE | NC | OPERATIONS | $100 | |
| BALTIMORE HUNGER PROJECT | ||||||||
| 117 OLD PADONIA RD SUITE E SUITE | COCKEYSVILLE | MD | 21030 | NONE | NC | OPERATIONS | $7,500 | 430 |
| BALTIMORE LAB SCHOOL | ||||||||
| 2220 ST PAUL ST | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $15,000 | |
| BALTIMORE OUTREACH SERVICES INC | ||||||||
| 701 S CHARLES ST | BALTIMORE | MD | 21230 | NONE | NC | OPERATIONS | $10,000 | |
| BALTIMORE SQUASHWISE | ||||||||
| 3600 CLIPPER MILL RD | BALTIMORE | MD | 21211 | NONE | NC | OPERATIONS | $83,000 | |
| BISHOP WALSH SCHOOL | ||||||||
| 700 BISHOP WALSH RD | CUMBERLAND | MD | 21502 | NONE | NC | OPERATIONS | $90,000 | |
| BOYS HOPE GIRLS HOPE OF BALTIMORE | ||||||||
| 3817 FLEETWOOD AVE | BALTIMORE | MD | 21206 | NONE | NC | OPERATIONS | $50,000 | |
| CALVERT HALL COLLEGE HIGH SCHOOL | ||||||||
| 8102 LASALLE RD | BALTIMORE | MD | 21286 | NONE | NC | OPERATIONS | $2,450 | |
| CALVERT SCHOOL | ||||||||
| 105 TUSCANY RD | BALTIMORE | MD | 21210 | NONE | NC | OPERATIONS | $4,500 | |
| CASA OF BALTIMORE | ||||||||
| 8 MARKET PL SUITE 300 | BALTIMORE | MD | 21202 | NONE | NC | OPERATIONS | $9,999 | |
| CATHEDRAL OF MARY OUR QUEEN CHURCH | ||||||||
| 5200 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | NC | OPERATIONS | $3,800 | |
| CHESAPEAKE BAY OUTWARD BOUND SCHOOL | ||||||||
| 1900 EAGLE DR | BALTIMORE | MD | 21207 | NONE | NC | OPERATIONS | $50,000 | |
| CHESTNUT RIDGE VOL FIRE CO | ||||||||
| 12020 GREENSPRING AVE | OWINGS MILLS | MD | 21117 | NONE | NC | OPERATIONS | $100 | |
| CHURCH OF THE NATIVITY | ||||||||
| 20 E RIDGELY RD | LUTHERVILLETIMONIUM | MD | 21093 | NONE | NC | OPERATIONS | $500 | |
| CONVENTION OF THE PROTESTANT EPISCOPAL | ||||||||
| 4 E UNIVERSITY PKWY | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $500 | |
| CORNERSTONE COMMUNITY HOUSING | ||||||||
| 1400 E LOMBARD ST | BALTIMORE | MD | 21231 | NONE | NC | OPERATIONS | $77,715 | |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | NONE | NC | OPERATIONS | $50,000 | |
| FAMILY CRISIS CENTER | ||||||||
| PO BOX 3909 | BALITMORE | MD | 21222 | NONE | NC | OPERATIONS | $25,000 | |
| FIRST FRUITS FARM INC | ||||||||
| 20431 MIDDLETOWN RD | FREELAND | MD | 21053 | NONE | NC | OPERATIONS | $50,000 | |
| FRANCISCAN CENTER | ||||||||
| 101 W 23RD ST SUITE 400 | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $896 | |
| GARRISON FOREST SCHOOL | ||||||||
| 300 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | NONE | NC | OPERATIONS | $2,600 | |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | NC | OPERATIONS | $5,500 | |
| HO HO HO INC DBA SANTA'S HELPERS ANONYMOUS | ||||||||
| 14411 COOPER RD | PHOENIX | MD | 21131 | NONE | NC | OPERATIONS | $200 | |
| HORIZON DAY CAMP | ||||||||
| 8 MARKET PL 331 | BALTIMORE | MD | 21202 | NONE | NC | OPERATIONS | $10,000 | |
| HOUSE & GARDEN PILGRIMAGE | ||||||||
| 1783 FOREST DR STE 243 | ANNAPOLIS | MD | 21401 | NONE | NC | OPERATIONS | $1,000 | |
| IMMACULATE CONCEPTION PARISH | ||||||||
| 1512 DRUID HILL AVE | BALTIMORE | MD | 21217 | NONE | NC | OPERATIONS | $1,150 | |
| IMMACULATE HEART OF MARY SCHOOL | ||||||||
| 8501 LOCH RAVEN BLVD | TOWSON | MD | 21286 | NONE | NC | OPERATIONS | $89,500 | |
| INTERFAITH SERVICE COALITION OF HANCOCK MD INC | ||||||||
| 116 W HIGH ST | HANCOCK | MD | 21750 | NONE | NC | OPERATIONS | $5,000 | |
| IRVINE NATURE CENTER | ||||||||
| 11201 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | NONE | NC | OPERATIONS | $15,000 | |
| JEMICY SCHOOL | ||||||||
| 11 CELADON RD | OWINGS MILLS | MD | 21117 | NONE | NC | OPERATIONS | $78,500 | |
| JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND | ||||||||
| 1725 TWIN SPRINGS ROAD | BALTIMORE | MD | 21227 | NONE | NC | OPERATIONS | $50,000 | |
| LET'S GO BOYS AND GIRLS INC | ||||||||
| 574 RITCHIE HWY SUITE E-193 | SEVERNA PARK | MD | 21146 | NONE | NC | OPERATIONS | $45,000 | |
| LIVING CLASSROOMS FOUNDATION | ||||||||
| 515 M ST SE 222 | WASHINGTON | DC | 20003 | NONE | NC | OPERATIONS | $1,500 | |
| LOYOLA BLAKEFIELD | ||||||||
| 500 CHESTNUT AVE | TOWSON | MD | 21204 | NONE | NC | OPERATIONS | $7,515 | |
| LOYOLA UNIVERSITY MARYLAND | ||||||||
| 4501 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | NC | OPERATIONS | $5,000 | |
| LUTHERVILLE-TIMONIUM RECREATION COUNCIL | ||||||||
| 121 E RIDGELY RD | LUTHERVILLE TIMONIUM | MD | 21093 | NONE | NC | OPERATIONS | $250 | |
| MARION HOUSING | ||||||||
| 949 GORSUCH AVE | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $91,200 | |
| MARYLAND NONPROFITS | ||||||||
| 1500 UNION AVE 2500 | BALTIMORE | MD | 21211 | NONE | NC | OPERATIONS | $45,000 | |
| MARYLAND SPCA | ||||||||
| 3300 FALLS RD | BALTIMORE | MD | 21211 | NONE | NC | OPERATIONS | $500 | |
| MARYVALE PREPARATORY SCHOOL | ||||||||
| 11300 FALLS RD | LUTHERVILLE | MD | 21093 | NONE | NC | OPERATIONS | $200 | |
| MERIT HEALTH LEADERSHIP ACADEMY | ||||||||
| 1 NORTH HAVEN ST SUITE 4 | BALTIMORE | MD | 21224 | NONE | NC | OPERATIONS | $1,760 | |
| MISSION OF MERCY | ||||||||
| 22 SOUTH MARKET ST STE 6D | FREDERICK | MD | 21701 | NONE | NC | OPERATIONS | $40,000 | |
| MONSIGNOR O'DWYER RETREAT HOUSE | ||||||||
| 15523 YORK RD | SPARKS GLENCOE | MD | 21152 | NONE | NC | OPERATIONS | $3,250 | |
| MOTHER SETON SCHOOL | ||||||||
| 100 CREAMERY RD | EMMITSBURG | MD | 21727 | NONE | NC | OPERATIONS | $34,000 | |
| MOUNT DE SALES ACADEMY | ||||||||
| 700 ACADEMY RD | CATONSVILLE | MD | 21228 | NONE | NC | OPERATIONS | $5,550 | |
| MOUNT ST MARY'S UNIVERSITY | ||||||||
| 16300 OLD EMMITSBURG RD | EMMITSBURG | MD | 21727 | NONE | NC | OPERATIONS | $60,000 | |
| MT WASHINGTON PEDIATRIC HOSPITAL | ||||||||
| 1708 W ROGERS AVE | BALTIMORE | MD | 21209 | NONE | NC | OPERATIONS | $25,000 | |
| NO MORE STOLEN CHILDHOODS | ||||||||
| 1925 OLD VALLEY RD | PIKESVILLE | MD | 21208 | NONE | NC | OPERATIONS | $896 | |
| NOTRE DAME OF MARYLAND UNIVERISTY | ||||||||
| 4701 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | NC | OPERATIONS | $8,000 | |
| NOTRE DAME PREPARATORY SCHOOL | ||||||||
| 815 HAMPTON LN | TOWSON | MD | 21286 | NONE | NC | OPERATIONS | $52,500 | |
| ONE LOVE FOUNDATION | ||||||||
| 834 MONROE AVE | HAGERSTOWN | MD | 21740 | NONE | NC | OPERATIONS | $1,105 | |
| OUR LADY OF GRACE PARISH | ||||||||
| 18310 MIDDLETOWN RD | PARKTON | MD | 21120 | NONE | NC | OPERATIONS | $1,000 | |
| OUR LADY OF HOPEST LUKE SCHOOL | ||||||||
| 8003 N BOUNDARY RD | DUNDALK | MD | 21222 | NONE | NC | OPERATIONS | $80,450 | |
| OUR LADY OF MOUNT CARMEL | ||||||||
| 1704 OLD EASTERN AVE | ESSEX | MD | 21221 | NONE | NC | OPERATIONS | $20,000 | |
| PARKS & PEOPLE FOUNDATION | ||||||||
| 2100 LIBERTY HEIGHTS AVE | BALTIMORE | MD | 21217 | NONE | NC | OPERATIONS | $45,000 | |
| PATHFINDERS FOR AUTISM | ||||||||
| 235 SCHILING CIR 103 | HUNT VALLEY | MD | 21031 | NONE | NC | OPERATIONS | $31,800 | |
| PAUL'S PLACE | ||||||||
| 1118 WARD STREET | BALTIMORE | MD | 21230 | NONE | NC | OPERATIONS | $75,125 | |
| PORT DISCOVERY CHILDREN'S MUSEUM | ||||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | NONE | NC | OPERATIONS | $4,603 | |
| PREGNANCY CENTER NORTH | ||||||||
| 6805 YORK RD 2 | BALTIMORE | MD | 21212 | NONE | NC | OPERATIONS | $1,000 | |
| PROJECT JUMPSTART | ||||||||
| 4910 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | NC | OPERATIONS | $50,000 | |
| PROJECT PNEUMA | ||||||||
| 25 W FAYETTE ST | BALTIMORE | MD | 21201 | NONE | NC | OPERATIONS | $45,000 | |
| RESURRECTION ST PAUL SCHOOL | ||||||||
| 3155 PAULSKIRK DR | ELLIOT CITY | MD | 21042 | NONE | NC | OPERATIONS | $85,000 | |
| ROLAND PARK COUNTRY SCHOOL | ||||||||
| 5204 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | NC | OPERATIONS | $7,397 | |
| SARC | ||||||||
| PO BOX 1207 | BEL AIR | MD | 21014 | NONE | NC | OPERATIONS | $27,500 | |
| SETON SHRINE | ||||||||
| 339 S SETON AVE | EMMITSBURG | MD | 21727 | NONE | NC | OPERATIONS | $54,398 | |
| SHAREBABY | ||||||||
| 1792 UNION AVE | BALTIMORE | MD | 21211 | NONE | NC | OPERATIONS | $500 | |
| SHEPHERD'S CLINIC | ||||||||
| 2800 KIRK AVE | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $30,000 | |
| SISTERS ACADEMY OF BALTIMORE | ||||||||
| 139 1ST AVE | BALTIMORE | MD | 21220 | NONE | NC | OPERATIONS | $54,300 | |
| SISTERS CIRCLE | ||||||||
| 1300 E NORTHERN PKWY | BALTIMORE | MD | 21239 | NONE | NC | OPERATIONS | $50,000 | |
| SOCCER WITHOUT BORDERS BALTIMORE | ||||||||
| 3700 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | NC | OPERATIONS | $122 | |
| ST FRANCIS NEIGHBORHOOD CENTER | ||||||||
| 2405 LINDEN AVE | BALTIMORE | MD | 21217 | NONE | NC | OPERATIONS | $30,000 | |
| ST MARGARET SCHOOL | ||||||||
| 205 N HICKORY AVE | BEL AIR | MD | 21014 | NONE | NC | OPERATIONS | $2,954 | |
| ST CASIMIR CATHOLIC SCHOOL | ||||||||
| 1035 S KENWOOD AVE | BALTIMORE | MD | 21224 | NONE | NC | OPERATIONS | $4,500 | |
| ST IGNATIUS LOYOLA ACADEMY | ||||||||
| 300 GITTINGS ST | BALTIMORE | MD | 21230 | NONE | NC | OPERATIONS | $1,000 | |
| ST JOHN REGIONAL CATHOLIC SCHOOL | ||||||||
| 8414 OPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | NONE | NC | OPERATIONS | $70,000 | |
| ST JOHN'S CATHOLIC PREP | ||||||||
| 3989 BUCKEYSTOWN PIKE | BUCKEYSTOWN | MD | 21717 | NONE | NC | OPERATIONS | $95,000 | |
| ST MICHAEL THE ARCHANGEL CHURCH | ||||||||
| 10 WILLOW AVE | BALTIMORE | MD | 21206 | NONE | NC | OPERATIONS | $75,000 | |
| ST MICHAEL-ST CLEMENT SCHOOL | ||||||||
| 10 WILLOW AVE | BALTIMORE | MD | 21206 | NONE | NC | OPERATIONS | $65,000 | |
| ST PAUL THE APOSTLE CATHOLIC CHURCH | ||||||||
| 3755 ST PAUL STREET | ELLIOT CITY | MD | 21043 | NONE | NC | OPERATIONS | $24,300 | |
| ST PAUL'S SCHOOL FOR GIRLS | ||||||||
| 11232 FALLS RD | TIMONIUM | MD | 21093 | NONE | NC | OPERATIONS | $150 | |
| ST PAUL'S SCHOOL | ||||||||
| 11152 FALLS RD | BROOKLANDVILLE | MD | 21022 | NONE | NC | OPERATIONS | $500 | |
| ST URSULA SCHOOL | ||||||||
| 8900 HARFORD RD | PARKVILLE | MD | 21234 | NONE | NC | OPERATIONS | $79,250 | |
| TAKING THE LEAD INC | ||||||||
| 21000 SLAB BRIDGE RD | FREELAND | MD | 21053 | NONE | NC | OPERATIONS | $15,000 | |
| THE BALTIMORE BASILICA | ||||||||
| 409 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | NC | OPERATIONS | $1,200 | |
| THE CATHOLIC HIGH SCHOOL OF BALTIMORE | ||||||||
| 2800 EDISON HWY | BALTIMORE | MD | 21213 | NONE | NC | OPERATIONS | $110,000 | |
| THE FAMILY TREE | ||||||||
| 2108 NORTH CHARLES ST | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $1,100 | |
| THE FIRST TEE OF GREATER BALTIMORE | ||||||||
| 303 INTERNATIONAL CIR T119 | COCKEYSVILLE | MD | 21030 | NONE | NC | OPERATIONS | $40,000 | |
| THE FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES ST SUITE 400 | BALTIMORE | MD | 21201 | NONE | NC | OPERATIONS | $5,750 | |
| THE RELIGIOUS COALITION | ||||||||
| 27 DEGRANGE ST | FREDERICK | MD | 21701 | NONE | NC | OPERATIONS | $40,000 | |
| THE SHRINE OF THE LITTLE FLOWER | ||||||||
| 2854 BRENDAN AVE | BALTIMORE | MD | 21213 | NONE | NC | OPERATIONS | $40,000 | |
| THE STAR SPANGLED BANNER FLAG HOUSE | ||||||||
| 844 E PRATT ST | BALTIMORE | MD | 21202 | NONE | NC | OPERATIONS | $1,500 | |
| THREAD | ||||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | NC | OPERATIONS | $42,500 | |
| TRINITY SCHOOL | ||||||||
| 4985 ILCHESTER RD | ELLICOTT CITY | MD | 21043 | NONE | NC | OPERATIONS | $70,000 | |
| UEMPOWER OF MARYLAND | ||||||||
| 760 RITCHIE HWY | SEVERNA PARK | MD | 21146 | NONE | NC | OPERATIONS | $125 | |
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||||
| 4603 CALVERY RD | COLLEGE PARK | MD | 20740 | NONE | NC | OPERATIONS | $9,500 | |
| WEEKEND BACKPACKS FOR HOMELESS KIDS INC | ||||||||
| PO BOX 21486 | BALTIMORE | MD | 21282 | NONE | NC | OPERATIONS | $2,258 | |
| WOMENS HOUSING | ||||||||
| 119 EAST 25TH STREET | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $15,000 | |
| YMCA OF CUMBERLAND | ||||||||
| 601 KELLY RD | CUMBERLAND | MD | 21502 | NONE | NC | OPERATIONS | $43,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,194,149 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRANCISCAN CENTER | |||||||
| 101 W 23RD ST SUITE 400 | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $75,000 |
| MERCY HS | |||||||
| 1300 E NORTHERN PKWY | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $120,000 |
| MISSION OF MERCY | |||||||
| 22 SOUTH MARKET ST STE 6D | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $10,000 |
| ST JOHN REGIONAL CATHOLIC SCHOOL | |||||||
| 8414 OPOSSUMTOWN PIKE | BALTIMORE | MD | 21218 | NONE | NC | OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $215,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,754 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,673 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $120,509 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,932 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd |
|---|---|---|---|---|---|
| MISCELLANEOUS INCOME | $0 | 01 | $21,839 | $0 | |
| GROUND RENT BRING-BACK | $0 | 01 | $87,864 | $0 | |
| INVESTMENT IN ORIOLES | $1,301 | $0 | 900001 | ||
| IN KIND REVENUE | $6,800 | $0 | 900099 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,301 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $715,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,672 | 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 | CategoryTxt |
| Amt | $38,220 | Amt |
| Net Investment Income | $25,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,740 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| REMODEL FRONT AREA | 2004-08-10 | $8,369 | $8,369 | 200DB | 10.000000000000 | $0 | $0 | $0 |
| BUILDING | 2005-01-01 | $286,760 | $124,692 | SL | 39.000000000000 | $7,353 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2005-04-01 | $7,890 | $7,890 | 200DB | 10.000000000000 | $0 | $0 | $0 |
| 2 HEAT UNITS | 2006-06-01 | $17,825 | $7,103 | SL | 39.000000000000 | $457 | $0 | $0 |
| REMODEL BATHROOM WINDOWS | 2008-04-01 | $4,850 | $1,704 | SL | 39.000000000000 | $124 | $0 | $0 |
| WINDOWS | 2008-09-02 | $7,148 | $2,436 | SL | 39.000000000000 | $183 | $0 | $0 |
| DOWNSTAIRS REMODELING | 2009-09-01 | $58,529 | $18,447 | SL | 39.000000000000 | $1,501 | $0 | $0 |
| DOWNSTAIRS REMODELING | 2009-10-05 | $545 | $171 | SL | 39.000000000000 | $14 | $0 | $0 |
| DOWNSTAIRS REMODELING | 2009-10-05 | $730 | $229 | SL | 39.000000000000 | $19 | $0 | $0 |
| PAVING PARKING LOT | 2010-06-25 | $5,700 | $1,687 | SL | 39.000000000000 | $146 | $0 | $0 |
| NEW DRY WALL | 2010-06-28 | $1,450 | $429 | SL | 39.000000000000 | $37 | $0 | $0 |
| AWNING | 2011-01-03 | $790 | $790 | SL | 7.000000000000 | $0 | $0 | $0 |
| MASONRY IMPROVEMENTS | 2012-12-31 | $20,000 | $4,637 | SL | 39.000000000000 | $513 | $0 | $0 |
| MASONRY IMPROVEMENTS | 2013-03-01 | $10,500 | $2,366 | SL | 39.000000000000 | $269 | $0 | $0 |
| OFFICE RENOVATIONS | 2015-02-26 | $44,035 | $7,762 | SL | 39.000000000000 | $1,129 | $0 | $0 |
| HOT WATER HEATER | 2017-06-01 | $1,585 | $185 | SL | 39.000000000000 | $41 | $0 | $0 |
| REFRIGERATOR | 1994-05-23 | $560 | $560 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| SECURITY SYSTEM | 1995-09-15 | $1,544 | $1,544 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| BOOKCASE 6 SHELF WALNUT | 1996-12-17 | $202 | $202 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| CALCULATOR | 1997-02-18 | $196 | $196 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FIREPROOF FILE CABINET | 1997-07-02 | $860 | $860 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| COMPUTER SOFTWARE | 1999-12-06 | $1,470 | $1,470 | SL | 3.000000000000 | $0 | $0 | $0 |
| SET UP & PROGRAMMING | 2000-03-19 | $4,360 | $2,093 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2000-04-04 | $1,375 | $1,375 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2000-08-07 | $366 | $366 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| PROJECTOR | 2003-01-06 | $2,300 | $2,300 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FILE CABINET & DESK | 2003-04-04 | $4,400 | $4,400 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| LAPTOP 5100 NOTEBOOK | 2003-06-01 | $1,502 | $1,502 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2003-06-01 | $339 | $339 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| CONF ROOM RENOVATION | 2003-06-01 | $23,943 | $23,943 | 200DB | 10.000000000000 | $0 | $0 | $0 |
| 19" MONITORS | 2004-01-22 | $1,300 | $1,300 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| TELEPHONE SYSTEM | 2008-03-17 | $6,283 | $6,283 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| WEBSITE | 2008-06-15 | $9,090 | $9,090 | SL | 3.000000000000 | $0 | $0 | $0 |
| DESK & CHAIR | 2011-05-02 | $887 | $887 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| NEW SERVER & INSTALLATION | 2014-06-24 | $8,343 | $8,343 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| FINN NU END TABLES | 2015-02-26 | $997 | $901 | 200DB | 7.000000000000 | $27 | $0 | $0 |
| FINN NU COFFEE TABLE | 2015-02-26 | $593 | $537 | 200DB | 7.000000000000 | $16 | $0 | $0 |
| HUDSON SINGLE SEAT | 2015-02-26 | $1,636 | $1,480 | 200DB | 7.000000000000 | $45 | $0 | $0 |
| HUDSON TWO SEAT | 2015-02-26 | $1,201 | $1,085 | 200DB | 7.000000000000 | $33 | $0 | $0 |
| BRIGADE 600 LATERAL FILE | 2015-02-26 | $1,695 | $1,533 | 200DB | 7.000000000000 | $46 | $0 | $0 |
| INVITATION 2110 LEG BASE | 2015-02-26 | $248 | $224 | 200DB | 7.000000000000 | $7 | $0 | $0 |
| LAMINATE HOSPITALITY CREDENZA | 2015-02-26 | $1,182 | $1,069 | 200DB | 7.000000000000 | $32 | $0 | $0 |
| WIT HIGHBACK CHAIRS | 2015-02-26 | $6,134 | $5,548 | 200DB | 7.000000000000 | $167 | $0 | $0 |
| MOTIVATE TABLE | 2015-02-26 | $6,166 | $5,576 | 200DB | 7.000000000000 | $169 | $0 | $0 |
| MOTIVATE TABLE | 2015-02-26 | $1,047 | $946 | 200DB | 7.000000000000 | $29 | $0 | $0 |
| WIT HIGHBACK | 2015-02-26 | $1,227 | $1,110 | 200DB | 7.000000000000 | $33 | $0 | $0 |
| PRESIDE BOAT SHAPE TABLE | 2015-02-26 | $334 | $302 | 200DB | 7.000000000000 | $9 | $0 | $0 |
| PRESIDE LAMINATE TABLE | 2015-02-26 | $467 | $423 | 200DB | 7.000000000000 | $13 | $0 | $0 |
| INSTALLATION - PRICE MODERN | 2015-02-26 | $1,914 | $1,731 | 200DB | 7.000000000000 | $52 | $0 | $0 |
| LAPTOP COMPUTER | 2015-04-01 | $786 | $786 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| DESK, CREDENZA, FILE CABINET | 2015-04-01 | $1,795 | $1,624 | 200DB | 7.000000000000 | $49 | $0 | $0 |
| GRANT MGT SOFTWARE | 2016-04-01 | $29,000 | $29,000 | 200DB | 3.000000000000 | $0 | $0 | $0 |
| DELL OPTIPLEX 3040 SFF | 2017-04-01 | $1,424 | $1,248 | 200DB | 7.000000000000 | $50 | $0 | $0 |
| DELL OPTIPLEX 3040 SFF | 2017-04-01 | $1,424 | $1,248 | 200DB | 7.000000000000 | $50 | $0 | $0 |
| DELL OPTIPLEX 3040 SFF | 2017-04-01 | $1,424 | $1,248 | 200DB | 7.000000000000 | $50 | $0 | $0 |
| DELL OPTIPLEX 3040 SFF | 2017-04-01 | $1,424 | $1,248 | 200DB | 7.000000000000 | $50 | $0 | $0 |
| WEBSITE | 2014-01-01 | $6,800 | $6,800 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| LAND | 2005-01-01 | $113,240 | L | $0 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORIOLES | FMV | $800,000 | $800,000 |
| MUTUAL FUNDS | FMV | $23,660,740 | $23,660,740 |
| HC OFFSHORE FUND XI | FMV | $435,654 | $435,654 |
| HC PRIV EQUITY OFFSHORE | FMV | $3,351 | $3,351 |
| TACONIC EURO CREDIT | FMV | $477,683 | $477,683 |
| GLOBAL EQUITY FUND | FMV | $2,000,000 | $2,000,000 |
| KABOUTER INT'L INSIGHT | FMV | $1,700,000 | $1,700,000 |
| EMINENCE FUND INTL | FMV | $1,350,000 | $1,350,000 |
| POLUNIN DEV FUND | FMV | $1,033,933 | $1,033,933 |
| SSGA GLOBAL | FMV | $677,825 | $677,825 |
| SSGA U.S. REIT | FMV | $1,388,328 | $1,388,328 |
| NUT TREE OFFSHORE FUN | FMV | $1,350,000 | $1,350,000 |
| SOUTHPOINT QUALIFIED | FMV | $1,350,000 | $1,350,000 |
| TACONIC OPPORTUNITY | FMV | $1,842,560 | $1,842,560 |
| VARDE CREDIT PARTNERS | FMV | $1,550,000 | $1,550,000 |
| IRONSIDES DIRECT | FMV | $377,599 | $377,599 |
| VALUATION ACCOUNT | FMV | $6,368,637 | $6,368,637 |
| CASH | FMV | $176,080 | $176,080 |
| COMMON FUND | FMV | $278,387 | $278,387 |
| IRONSIDE PTR FUND V LP | FMV | $339,881 | $339,881 |
| DAVIDSON KEMPER OPP INTL V | FMV | $652,322 | $652,322 |
| MADISON DEARBORN VIII-A | FMV | $551,670 | $551,670 |
| GRYPHON PARTNERS | FMV | $607,996 | $607,996 |
| ACCOLADE PTRS VIII LP | FMV | $340,800 | $340,800 |
| TIGER GLBL PART VIX | FMV | $1,170,000 | $1,170,000 |
| GREENHOUSE LONG ONLY | FMV | $3,100,000 | $3,100,000 |
| BAIN CAP REAL ESTATE II-B | FMV | $367,701 | $367,701 |
| TIGER GLBL PART XV | FMV | $655,000 | $655,000 |
| LINDSELL TRAIN GLOBAL EQUITY | FMV | $2,391,613 | $2,391,613 |
| SSGA BLOOMBERG ROLL SELECT | FMV | $797,722 | $797,722 |
| SSGA US GOVERNMENT INFLATI | FMV | $502,152 | $502,152 |
| SSGA GLOBAL LARGE MIDCAP NAT | FMV | $1,430,000 | $1,430,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (59 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| REMODEL FRONT AREA | $8,369 | $8,369 | $0 |
| BUILDING | $286,760 | $132,045 | $154,715 |
| LEASEHOLD IMPROVEMENTS | $7,890 | $7,890 | $0 |
| 2 HEAT UNITS | $17,825 | $7,560 | $10,265 |
| REMODEL BATHROOM WINDOWS | $4,850 | $1,828 | $3,022 |
| WINDOWS | $7,148 | $2,619 | $4,529 |
| DOWNSTAIRS REMODELING | $58,529 | $19,948 | $38,581 |
| DOWNSTAIRS REMODELING | $545 | $185 | $360 |
| DOWNSTAIRS REMODELING | $730 | $248 | $482 |
| PAVING PARKING LOT | $5,700 | $1,833 | $3,867 |
| NEW DRY WALL | $1,450 | $466 | $984 |
| AWNING | $790 | $790 | $0 |
| MASONRY IMPROVEMENTS | $20,000 | $5,150 | $14,850 |
| MASONRY IMPROVEMENTS | $10,500 | $2,635 | $7,865 |
| OFFICE RENOVATIONS | $44,035 | $8,891 | $35,144 |
| HOT WATER HEATER | $1,585 | $226 | $1,359 |
| REFRIGERATOR | $560 | $560 | $0 |
| SECURITY SYSTEM | $1,544 | $1,544 | $0 |
| BOOKCASE 6 SHELF WALNUT | $202 | $202 | $0 |
| CALCULATOR | $196 | $196 | $0 |
| FIREPROOF FILE CABINET | $860 | $860 | $0 |
| COMPUTER SOFTWARE | $1,470 | $1,470 | $0 |
| SET UP & PROGRAMMING | $4,360 | $2,093 | $2,267 |
| OFFICE FURNITURE | $1,375 | $1,375 | $0 |
| OFFICE FURNITURE | $366 | $366 | $0 |
| PROJECTOR | $2,300 | $2,300 | $0 |
| FILE CABINET & DESK | $4,400 | $4,400 | $0 |
| LAPTOP 5100 NOTEBOOK | $1,502 | $1,502 | $0 |
| OFFICE FURNITURE | $339 | $339 | $0 |
| CONF ROOM RENOVATION | $23,943 | $23,943 | $0 |
| 19" MONITORS | $1,300 | $1,300 | $0 |
| COMPUTER SOFTWARE | $9,429 | $9,429 | $0 |
| TELEPHONE SYSTEM | $6,283 | $6,283 | $0 |
| WEBSITE | $9,090 | $9,090 | $0 |
| DESK & CHAIR | $887 | $887 | $0 |
| NEW SERVER & INSTALLATION | $8,343 | $8,343 | $0 |
| FINN NU END TABLES | $997 | $928 | $69 |
| FINN NU COFFEE TABLE | $593 | $553 | $40 |
| HUDSON SINGLE SEAT | $1,636 | $1,525 | $111 |
| HUDSON TWO SEAT | $1,201 | $1,118 | $83 |
| BRIGADE 600 LATERAL FILE | $1,695 | $1,579 | $116 |
| INVITATION 2110 LEG BASE | $248 | $231 | $17 |
| LAMINATE HOSPITALITY CREDENZA | $1,182 | $1,101 | $81 |
| WIT HIGHBACK CHAIRS | $6,134 | $5,715 | $419 |
| MOTIVATE TABLE | $6,166 | $5,745 | $421 |
| MOTIVATE TABLE | $1,047 | $975 | $72 |
| WIT HIGHBACK | $1,227 | $1,143 | $84 |
| PRESIDE BOAT SHAPE TABLE | $334 | $311 | $23 |
| PRESIDE LAMINATE TABLE | $467 | $436 | $31 |
| INSTALLATION - PRICE MODERN | $1,914 | $1,783 | $131 |
| LAPTOP COMPUTER | $786 | $786 | $0 |
| DESK, CREDENZA, FILE CABINET | $1,795 | $1,673 | $122 |
| GRANT MGT SOFTWARE | $29,000 | $29,000 | $0 |
| DELL OPTIPLEX 3040 SFF | $1,424 | $1,298 | $126 |
| DELL OPTIPLEX 3040 SFF | $1,424 | $1,298 | $126 |
| DELL OPTIPLEX 3040 SFF | $1,424 | $1,298 | $126 |
| DELL OPTIPLEX 3040 SFF | $1,424 | $1,298 | $126 |
| WEBSITE | $6,800 | $6,800 | $0 |
| LAND | $113,240 | $0 | $113,240 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,185 | LegalFeesAmt |
| Net Investment Income | $593 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $592 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $9,287,650 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $31,212 | $0 | $0 | $31,212 |
| PRINTING & STATIONARY | $793 | $77 | $0 | $716 |
| BUILDING MAINTENANCE | $8,990 | $869 | $0 | $8,121 |
| CLEANING | $2,176 | $210 | $0 | $1,966 |
| COPIER & POSTAGE METER | $2,610 | $252 | $0 | $2,358 |
| PROPERTY TAX FILING FEE | $300 | $29 | $0 | $271 |
| BANK SERVICE CHARGE | $323 | $31 | $0 | $292 |
| PAYROLL PROCESSING EXPENSE | $1,056 | $102 | $0 | $954 |
| POSTAGE | $3,802 | $367 | $0 | $3,435 |
| EDUCATION & TRAINING | $4,299 | $416 | $0 | $3,883 |
| TELEPHONE | $6,388 | $617 | $0 | $5,771 |
| UTILITIES | $6,753 | $653 | $0 | $6,100 |
| COMMUNICATION | $8,347 | $807 | $0 | $7,540 |
| OFFICE SUPPLIES | $9,044 | $874 | $0 | $18,650 |
| MEMBERSHIP DUES | $10,018 | $968 | $0 | $9,050 |
| COMPUTER HARDWARE | $13,249 | $1,281 | $0 | $11,968 |
| WEBSITE & SOFTWARE MAINTENANCE | $4,802 | $464 | $0 | $4,338 |
| GRANT MANAGEMENT | $16,848 | $1,628 | $0 | $15,220 |
| SUBSCRIPTION | $30 | $3 | $0 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GROUND RENT INCOME | $120,509 | $120,509 | $0 |
| MISCELLANEOUS INCOME | $21,839 | $21,839 | $0 |
| GROUND RENT BRING-BACK | $87,864 | $87,864 | $0 |
| INVESTMENT IN ORIOLES | -$491,242 | $1,021,461 | $0 |
| IN KIND REVENUE | $6,800 | $6,800 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $43,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CUSTODY FEES | $30,672 | $30,672 | $0 | $0 |
| COMPUTER CONSULTANT | $12,456 | $6,228 | $0 | $6,228 |
| INVESTMENT MANAGEMENT FEES | $260,678 | $260,678 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $25,440 | $2,459 | $0 | $22,981 |
| EXCISE TAX EXPENSE | $25,794 | $0 | $0 | $0 |
| FEDERAL UBIT | $126 | $126 | $0 | $0 |