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CAPLAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CAPLAN FAMILY FOUNDATION INC (EIN 52-2005222)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202203149349102200
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T12:57:10-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522005222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPLAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAPLBusinessNameControlTxt
Phone4437967435PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111433 CRONRIDGE DRAddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP211172294ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK M CAPLANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4437967435PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastCAPLANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469300PhoneNum
Preparation2022-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,115,026FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$26,305DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,305DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$111,527GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$111,527GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$111,527NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$31,066NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,609GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,066CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$168,898TotalRevAndExpnssAmt
Total Net Invst Incm$168,898TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,592AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,296AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,296AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,437OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,437OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,678TaxesRevAndExpnssAmt
Taxes Net Invst Incm$478TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,219OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$485OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$734OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,926TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,696TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,351ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,351ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$132,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,696TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,381TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,621ExcessRevenueOverExpensesAmt
Net Investment Income$160,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,804CashBOYAmt
Cash EOY$35,116CashEOYAmt
Cash EOYFMV$35,116CashEOYFMVAmt
Corporate Stock BOY$823,162CorporateStockBOYAmt
Corporate Stock EOY$830,054CorporateStockEOYAmt
Corporate Stock EOYFMV$1,302,907CorporateStockEOYFMVAmt
Other Investments BOY$364,090OtherInvestmentsBOYAmt
Other Investments EOY$382,507OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,768,464OtherInvestmentsEOYFMVAmt
Other Assets BOY$8,539OtherAssetsBOYAmt
Other Assets EOY$8,539OtherAssetsEOYAmt
Other Assets EOYFMV$8,539OtherAssetsEOYFMVAmt
Total Assets BOY$1,219,595TotalAssetsBOYAmt
Total Assets EOY$1,256,216TotalAssetsEOYAmt
Total Assets EOYFMV$3,115,026TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,219,595RetainedEarningBOYAmt
Retained Earning EOY$1,256,216RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,219,595TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,256,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,219,595TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,256,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,219,595TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,621ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,256,216SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,256,216TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$50,000$29,543$20,457$20,457
CAPITAL GAINS DIVIDENDSP$10,609$10,609$10,609
FieldValueIRS element (for citing)
Capital Gain Net Income$31,066CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,227InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,227SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,227TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,358EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,558TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Overpayment$1,320OverpaymentAmt
Applied To ES Tax$1,320AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJUSTINE FIELDSIndividualWithBooksNm
Phone4437967435PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111433 CRONRIDGE DRIVEAddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CONSTANCE R CAPLAN
11433 CRONRIDGE DRIVEOWINGS MILLSMD21117PRESIDENT/SECRETARY, JOINED 05/19970.20$0$0$0
MARK M CAPLAN
11433 CRONRIDGE DRIVEOWINGS MILLSMD21117VICE PRES/TREASURER, JOINED 05/19970.00$0$0$0
CATHERINE CAPLAN
11433 CRONRIDGE DRIVEOWINGS MILLSMD21117DIRECTOR, JOINED 05/19970.00$0$0$0
JONATHAN CAPLAN
11433 CRONRIDGE DRIVEOWINGS MILLSMD21117DIRECTOR, JOINED 05/19970.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED)Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,232,774AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,997AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,777,003FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,062,774TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,062,774AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,942CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,016,832NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,842MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,842MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,227TaxBasedOnInvestmentIncomeAmt
Total Tax$2,227TotalTaxAmt
Distributable Before Adj$148,615DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$148,615DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$148,615DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,381ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$121,381QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,615DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$89,648ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$88,537ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$81,329ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,643ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,446ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$356,603TotalExcessDistributionCyovAmt
Qualifying Distributions$121,381QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$121,381AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$27,234ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$27,234ExcessDistributionCyovAppCYAmt
Total Corpus$329,369TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$62,414ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$266,955ExcessDistriCyovToNextYrAmt
Excess From Year4$88,537ExcessFromYear4Amt
Excess From Year3$81,329ExcessFromYear3Amt
Excess From Year2$69,643ExcessFromYear2Amt
Excess From Year1$27,446ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJUSTINE FIELDSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111433 CRONRIDGE DRIVEAddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4437967373RecipientPhoneNum
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCTO PROVIDE LEGAL PRESENTATION IN CASES INVOLVING ISSUES OF CIVIL LIBERTIES AND CONSTITUTIONAL RIGHTS RANGING FROM ADMINISTRATIVE HEARINGS TO TRIALS AND APPEALS.$900
ALS ASSOCIATION
1275 K STREET NW SUITE 250WASHINGTONDC20005PCTO SUPPORT THE FIGHT TO TREAT AND CURE ALS THROUGH GLOBAL RESEARCH AND NATIONWIDE ADVOCACY$250
AMERICAN FOLK ART MUSEUM
2 LINCOLN SQUARENEW YORKNY10023PCTO SUPPORT THE DEVELOPMENT AND PRESENTATION OF EXHIBITS, AND EDUCATE PEOPLE OF ALL BACKGROUNDS THROUGH ITS COLLECTIONS, EXHIBITIONS, PUBLICATIONS, AND PROGRAMS AS THE LEADING FORUM SHAPING THE UNDERSTANDING AND APPRECIATION OF FOLD AND SELF-TAUGHT ART ACROSS TIME AND PLACE.$250
ARS NOVA
27 BARROW STREETNEW YORKNY10014PCTO SUPPORT OUTSIDE-THE-BOX THINKING AND ENCOURAGES INNOVATIVE, GENRE-BENDING WORK.$500
ASSOCIATED BLACK CHARITIES
2 HAMILL ROAD 272 NORTH QUADRANGLEBALTIMOREMD21210PCFACILITATE THE CREATION OF MEASURABLY HEALTHIER AND WEALTHIER COMMUNITIES THROUGHOUT MARYLAND THROUGH RESPONSIBLE LEADERSHIP AND PHILANTHROPIC INVESTMENT.$1,000
ATLANTIC THEATER COMPANY
76 NINTH AVENUE SUITE 313NEW YORKNY10011PCTO PRODUCE GREAT PLAYS SIMPLY AND TRUTHFULLY UTILIZING AN ARTISTIC ENSEMBLE$1,000
BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
808 NORTH CHARLES STREETBALTIMOREMD21201PCRECRUIT AND SUPPORT THROUGH THE ADMISSIONS PROCESS ACADEMICALLY AMBITIOUS, AFRICAN AMERICAN STUDENTS WITH FINANCIAL NEED FROM THE BALTIMORE AREA.$10,000
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVEBALTIMOREMD21218PCTO SEEK INNOVATION AND EXCELLENCE IN AN ARTISTIC PROGRAM THAT FOCUSES ON ART OF THE MODERN ERA, FROM THE 19TH CENTURY TO THE PRESENT.$2,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201PCPROVIDES SYMPHONIC CONCERTS, CULTURAL AND EDUCATION PRESENTATIONS, CULTURAL AND EDUCATIONAL RENTALS, BROADCASTING AND RECORDING.$20,250
BROOKLYN ACADEMY OF MUSIC (FRIENDS OF BAM)
30 LAFAYETTE AVEBROOKLYNNY11217PCTO BE THE HOME FOR ADVENTUROUS ARTISTS, AUDIENCES, AND IDEAS.$150
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027PCTO PROVIDE THE HIGHEST QUALITY LIBERAL ARTS EDUCATION TO PROMISING AND HIGH ACHIEVING YOUNG WOMEN, OFFERING THE UNPARALLELED ADVANTAGES OF AN OUTSTANDING RESIDENTIAL COLLEGE IN PARTNERSHIP WITH A MAJOR RESEARCH UNIVERSITY.$1,000
BETH AM
2701 N CHARLES STREETBALTIMOREMD21218PCTO SUPPORT THE 5782 OPEN DOORS ANNUAL FUND WHICH ENABLES BETH AM TO KEEP THE SYNAGOGUE'S DOORS OPEN TO EVERYONE, REGARDLESS OF MEANS.$7,811
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087PCTO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES YOUNG JEWISH ADULTS THE GIFT OF A 10-DAY TRIP TO ISRAEL.$500
BOBST LIBRARY
70 WASHINGTON SQUARE SOUTH ROOMNEW YORKNY10012PCTO SUPPORT THE ELMER HOLMES BOBST LIBRARY AT NYU$6251116
BROOKLYN BOTANICAL GARDEN
990 WASHINGTON AVEBROOKLYNNY11225PCTO CONNECT PEOPLE TO THE WORLD OF PLANTS, FOSTERING DELIGHT AND CURIOSITY WHILE INSPIRING AN APPRECIATION AND SENSE OF STEWARDSHIP OF THE ENVIRONMENT.$100
CHELSEA MUSIC FESTIVAL
POBOX 20435NEW YORK CITYNY10025PCTO CELEBRATE GREAT MUSIC BY BRINGING TOGETHER WORLD-LEADING MUSICIANS AND EXCITING NEWCOMERS TO THE INTERNATIONAL STAGE$300
CITYMEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY10017PCTO PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED$1,000
CLASSIC STAGE COMPANY THEATER THE BARD
136 EAST 13TH STREETNEW YORKNY10003PCTO HELP COLLABORATE WITH ARTISTS TO PRODUCE WORK THAT IS INCLUSIVE, RELEVANT AND ACCESSIBLE.$500
CREATIVE ALLIANCE
3134 EASTERN AVEBALTIMOREMD21224PCBUILDS COMMUNITIES BY BRINGING TOGETHER ARTISTS AND AUDIENCES FROM DIVERSE BACKGROUNDS TO EXPERIENCE SPECTACULAR ARTS AND EDUCATION PROGRAMS AND ENGAGE IN THE CREATIVE PROCESS$2,000
CYLBURN ARBORETUM ASSOCIATION
4915 GREENSPRING AVENUEBALTIMOREMD21209PCTO BEAUTIFY AND PROTECT CYLBURN ARBORETUM AND EDUCATE THE PUBLIC$250
DEMOCRACY NOW
207 W 25TH STREET 11TH FLOORNEW YORKNY10001PCTO PROVIDE LISTENERS AND VIEWERS ACCESS TO PEOPLE AND PERSPECTIVES RARELY HEARD IN THE U.S. CORPORATE-SPONSORED MEDIA, INCLUDING INDEPENDENT AND INTERNATIONAL JOURNALIST, ORDINARY PEOPLE FROM AROUND THE WORLD WHO ARE DIRECTLY AFFECTED BY U.S. FOREIGN POLICY, GRASSROOTS LEADERS AND PEACE ACTIVISTS, ARTISTS, ACADEMICS AND INDEPENDENT ANALYSTS.$1,000
FILM FORUM
209 W HOUSTON STREETNEW YORKNY10014PCTO PROVIDE AN INTERNATIONAL ARRAY OF FILMS THAT TREAT DIVERSE SOCIAL, POLITICAL, HISTORICAL AND CULTURAL REALITIES.$250
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023PCTO CELEBRATE AMERICAN AND INTERNATIONAL CINEMA, TO RECOGNIZE AND SUPPORT NEW FILMMAKERS, AND TO ENHANCE AWARENESS, ACCESSIBILITY AND UNDERSTANDING OF THE ART AMONG A BROAD AND DIVERSE FILM GOING AUDIENCE.$500
FOOD BANK FOR NEW YORK CITY
39 BROADWAYNEW YORKNY10006PCTO END HUNGER BY ORGANIZING FOOD, INFORMATION AND SUPPORT FOR COMMUNITY SURVIVAL AND DIGNITY.$2,000
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PCTO DRIVE THE RESEARCH THAT WILL PROVIDE PREVENTIONS, TREATMENTS AND CURES FOR PEOPLE AFFECTED BY RETINITIS PIGMENTOSA, MACULAR DEGENERATION, USHER SYNDROME, AND THE ENTIRE SPECTRUM OF RETINAL DEGENERATIVE DISEASES$500100
FRICK MUSEUM
1 EAST 70TH STREETNEW YORKNY10121PCTO SUPPORT AN INTERNATIONALLY RECOGNIZED ART MUSEUM AND LIBRARY PROGRAM FOR THE INSPIRATION AND ENJOYMENT OF THE PUBLIC AND FOR THE ADVANCEMENT OF THE STUDY OF FINE ARTS AND KINDRED SUBJECTS.$140
FRIENDS OF RAWLINGS CONSERVATORY
PO BOX 5668BALTIMOREMD21210PCDEDICATED TO DEVELOPING AND PROMOTING THE PUBLICS ENJOYMENT, APPRECIATION AND UNDERSTANDING OF PLANTS AND THEIR DIFFERENT ENVIRONMENTS FROM AROUND THE WORLD THROUGH EDUCATIONAL PROGRAMMING, EXHIBITS AND EVENTS AT THE HOWARD PETERS RAWLINGS CONSERVATORY & BOTANIC GARDENS IN BALTIMORE.$100
FUND FOR EDUCATIONAL EXCELLENCE
800 N CHARLES STREET SUITE 400BALTIMOREMD21201PCTO EXPAND RESOURCES, IDENTIFY AND ACCELERATE SOLUTIONS, AND RECOGNIZE EXCELLENCE SO THAT ALL CHILDREN IN BALTIMORE CITY PUBLIC SCHOOLS CAN EXPERIENCE EFFECTIVE AND EQUITABLE EDUCATION.$2,750
IRISH REPERTORY THEATER
132 WEST 22ND STREETNEW YORKNY10011PCTO BRING WORKS BY IRISH AND IRISH AMERICAN MASTERS AND CONTEMPORARY PLAYWRIGHTS TO AMERICAN AUDIENCES$650
JAPAN SOCIETY
333 EAST 47TH STREETNEW YORKNY10017PCCOMMITTED TO DEEPENING MUTUAL UNDERSTANDING BETWEEN THE UNITED STATES AND JAPAN IN A GLOBAL CONTEXT.$100
JEWISH MUSEUM OF NEW YORK
1109 FIFTH AVENUENEW YORKNY10128PCDEVOTED TO EXPLORING THE REMARKABLE SCOPE AND DIVERSITY OF JEWISH CULTURE$125
JEWISH MUSEUM OF MARYLAND
15 LLOYD STREETBALTIMOREMD21202PCTO INTERPRET THE JEWISH EXPERIENCE IN AMERICA, WITH SPECIAL ATTENTION TO JEWISH LIFE IN THE STATE OF MARYLAND$750
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218PCTO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED$2,400
LITTLE RED SCHOOL HOUSE INC
40 CHARITON STREETNEW YORKNY10014PCTO TEACH CHILDREN TO BE INDEPENDENT THINKERS WHO WORK TOGETHER TO SOLVE COMPLEX PROBLEMS$100
MADISON SQUARE PARK CONSERVANCY
11 MADISON AVENUE 15TH FLOORNEW YORKNY10010PCTO PROTECT, NURTURE, AND ENHANCE MADISON SQUARE PARK, A DYNAMIC SEVEN ACRE PUBLIC GREEN SPACE, CREATING AN ENVIRONMENT THAT FOSTERS MOMENTS OF INSPIRATION$500
MARYLAND CITIZENS FOR THE ARTS
120 W NORTH AVENUE STE 302BALTIMOREMD21201PCTO PROVIDE ART AWARENESS AND SUPPORT$250
MARYLAND HUMANITIES COUNCIL
180 W CENTRE STREETBALTIMOREMD21201PCTO CREATE AND SUPPORT EDUCATIONAL EXPERIENCES IN THE HUMANITIES THAT INSPIRE ALL MARYLANDERS TO EMBRACE LIFELONG LEARNING, EXCHANGE IDEAS OPENLY, AND ENRICH THEIR COMMUNITIES.$250
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028PCTHE PURPOSE OF ESTABLISHING AND MAINTAINING IN NEW YORK CITY A MUSEUM AND LIBRARY OF ART, OF ENCOURAGING AND DEVELOPING THE STUDY OF THE FINE ARTS, AND THE APPLICATION OF ARTS TO MANUFACTURE PRACTICAL LIFE, OF ADVANCING THE GENERAL KNOWLEDGE OF KINDRED SUBJECTS, AND, TO THAT END, OF FURNISHING POPULAR INSTRUCTION.$1,710
MIDDLE GRADES PARTNERSHIP
1500 UNION AVENUE SUITE 1320BALTIMOREMD21211PCTO PROVIDE SUMMER AND SCHOOL-YEAR LEARNING OPPORTUNITIES FOR ACADEMICALLY PROMISING BALTIMORE CITY MIDDLE SCHOOL STUDENTS AS WELL AS INNOVATIVE PROFESSIONAL LEARNING OPPORTUNITIES FOR PUBLIC AND PRIVATE SCHOOL TEACHERS$2,500
MILLENNIUM FILM JOURNAL
119 WEST 22ND STREET 3RD FLOORNEW YORKNY10011PCTO PROVIDE IN-DEPTH, PRIMARY SOURCE INFORMATION IN MULTIPLE FORMATS, ABOUT A FIELD THAT IS RAPIDLY BECOMING A BELLWETHER FOR THE CULTURE OF THE 21ST CENTURY.$3,000
MONTEFIORE MEDICAL CENTER
3325 BAINBRIDGEBRONXNY10467PCTO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE.$500
MORGAN LIBRARY
225 MADISON AVENUENEW YORKNY10016PCTO PRESERVE, BUILD, STUDY, PRESENT, AND INTERPRET A COLLECTION OF EXTRAORDINARY QUALITY, IN ORDER TO STIMULATE ENJOYMENT, EXCITE THE IMAGINATION, ADVANCE LEARNING, AND NURTURE CREATIVITY.$250
MT VERNON PLACE CONSERVANCY
P O BOX 2394BALTIMOREMD21203PCTO RESTORE, MAINTAIN, AND MANAGE BALTIMORES WASHINGTON MONUMENT AND THE SURROUNDING SQUARES OF MOUNT VERNON PLACE THROUGH A PUBLIC-PRIVATE PARTNERSHIP WITH THE CITY OF BALTIMORE$5,000
MOMA
11 WEST 53RD STREETNEW YORKNY10019PCTHE ENCOURAGEMENT OF AN EVER DEEPER UNDERSTANDING AND ENJOYMENT OF MODERN AND CONTEMPORARY ART BY THE DIVERSE LOCAL, NATIONAL, AND INTERNATIONAL AUDIENCES THAT IT SERVES.$640
MUSEUM OF THE MOVING IMAGE
36-01 35TH AVENUEASTORIANY11106PCTO ADVANCE THE UNDERSTANDING, ENJOYMENT, AND APPRECIATION OF THE ART, HISTORY, TECHNIQUE, AND TECHNOLOGY OF FILM, TELEVISION, AND DIGITAL MEDIA$140
NEUE GALLERIE
1048 FIFTH AVENUENEW YORKNY10028PCTO COLLECT, PRESERVE, RESEARCH, AND EXHIBIT FINE AND DECORATIVE ART OF GERMANY AND AUSTRIA FROM THE FIRST HALF OF THE TWENTIETH CENTURY$650
NEW MUSEUM
235 BOWERYNEW YORKNY10002PCTO SUPPORT NEW PRODUCTIONS, EXPERIMENTATION, AND NEW FORMS OF ART MAKING$400
NEW YORK CARES
65 BROADWAY 19TH FLOORNEW YORKNY10006PCTO DEVELOP VOLUNTEER PROGRAMMING IN RESPONSE TO PRESSING COMMUNITY NEEDS$100
NEW YORK METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023PCTO BRING THRILLING PRODUCTIONS TO OPERA LOVERS WORLDWIDE.$500
NEW YORK PHILHARMONIC
10 LINCOLN CENTERNEW YORKNY10023PCMAINTAINING AND FOSTERING INTEREST AND ENJOYMENT OF MUSIC$250
NEW YORK PUBLIC LIBRARY
476 FIFTH AVENUENEW YORKNY10018PCTO PROVIDE LIFELONG LEARNING, ADVANCE KNOWLEDGE, AND STRENGTHEN OUR COMMUNITIES$100
PARK AVENUE ARMORY
643 PARK AVENUENEW YORKNY10065PCTO ENABLE A DIVERSE RANGE OF ARTISTS TO CREATE, STUDENTS TO EXPLORE, AND AUDIENCES TO EXPERIENCE EPIC, ADVENTUROUS, RELEVANT WORK THAT CANNOT BE DONE ELSEWHERE IN NEW YORK.$500
PHILLIPS COLLECTION
1600 21ST ST STREET NWWASHINGTONDC20009PCTO PROVIDE MANAGEMENT AND MAINTENANCE TO THE MUSEUM'S PERMANENT COLLECTION. TO PROVIDE SUPPORT FOR PUBLIC ACTIVITIES AND OUTREACH.$1,000
PROFESSIONAL CHILDREN'S SCHOOL
132 WEST 60TH STREETNEW YORKNY10023PCTO PROVIDE ALL OF THE NECESSARY ACADEMIC TOOLS TO ENSURE SUCCESS IN LEADING COLLEGES, UNIVERSITIES AND CONSERVATORIES, AS WELL AS THROUGHOUT LIFE, WHILE ENABLING STUDENTS TO PURSUE THEIR INDIVIDUAL GOALS OUTSIDE OF SCHOOL$250
PUBLIC THEATRE
425 LAFAYETTE STREETNEW YORKNY10003PCTO PROVIDE ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS$1,000
PURCHASE COLLEGE
735 ANDERSON HILL ROADPURCHASENY10577PCTO PROVIDE STUDENTS WITH SCHOLARSHIPS AND AN ENVIRONMENT THAT ENSURES SUCCESS, HELPS US RECRUIT TALENTED FACULTY, AND FOSTERS ENGAGEMENT WITH MEMBERS OF OUR COMMUNITY$100
RAINFOREST FOUNDATION US
1000 DEAN STREET SUITE 430BROOKLYNNY11238PCTO SUPPORT INDIGENOUS AND TRADITIONAL PEOPLES OF THE WORLDS RAINFORESTS IN THEIR EFFORTS TO PROTECT THEIR ENVIRONMENT AND FULFILL THEIR RIGHTS BY ASSISTING THEM IN$1,000
RATTLESTICK THEATER
224 WAVERLY PLNEW YORKNY10014PCTO PRODUCE PROVOCATIVE WORKS THAT ARE ESSENTIAL, URGENT, AND NECESSARY TO OUR ARTISTS, OUR AUDIENCES, OUR NYC HOME, AND GLOBAL COMMUNITY.$500
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVENUEBALTIMOREMD12210PCTO PROVIDE VALUABLE, LIFELONG OPPORTUNITIES ALLOWING OUR STUDENTS TO ACTIVELY DISCOVER AND PURSUE THEIR PASSIONS.$3,000
SHARE OUR STRENGTH
PO BOX 75475BALTIMOREMD21275PCTO HELP ENSURE THAT EVERY CHILD GETS THREE HEALTHY MEALS EVERY DAY.$1,000
SHRIVER HALL CONCERT SERIES
3400 N CHARLES STREETBALTIMOREMD21218PCTO FOSTER AND MAINTAIN AN ORGANIZATION DEDICATED TO THE MAKING OF MUSIC CONSONANT WITH THE HIGHEST ASPIRATIONS OF MUSICAL ART, CREATING PERFORMANCES, AND PROVIDING EDUCATIONAL AND TRAINING PROGRAMS AT THE HIGHEST LEVEL OF EXCELLENCE$1,000
SIGNATURE THEATER
480 WEST 42ND STREETNEW YORKNY10036PCTO BROADEN AND BRIGHTEN THE REGIONS CULTURAL LANDSCAPE WITH BOLD PRODUCTIONS OF CHALLENGING NEW AND ESTABLISHED WORKS AND ENGAGING EDUCATION AND OUTREACH PROGRAMS.$500
SQUASHWISE
2801 SISSON STREETBALTIMOREMD21211PCTO ADVANCE EQUITY IN SQUASH, EDUCATION, AND PERSONAL DEVELOPMENT OPPORTUNITIES.$500
ST IGNATIUS LOYOLA ACADEMY
300 EAST GITTINGS STREETBALTIMOREMD21201PCTO PROVIDE AN INDEPENDENT, TUITION-FREE JESUIT SCHOOL FOR BOYS IN GRADES 5-8 SERVING LOW-INCOME FAMILIES OF DIVERSE ETHNICITIES AND FAITHS.$2,500
STUDIO MUSEUM HARLEM
144 WEST 125TH STREETNEW YORKNY10027PCTO SUPPORT BLACK ART AND CULTURE.$3,000
SWEET RELIEF
2601 E CHAPMAN AVENUE STE 204FULLERTONCA92831PCPROVIDES FINANCIAL ASSISTANCE TO ALL TYPES OF CAREER MUSICIANS AND MUSIC INDUSTRY WORKERS WHO ARE STRUGGLING TO MAKE ENDS MEET WHILE FACING PHYSICAL OR MENTAL HEALTH ISSUES, DISABILITY, OR AGE-RELATED PROBLEMS.$385
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201PCTO BRING ART AND PEOPLE TOGETHER FOR ENJOYMENT, DISCOVERY, AND LEARNING$2,000
THIRD STREET MUSIC SCHOOL
235 EAST 11TH STREETNEW YORKNY10003PCPROVIDES HIGH-QUALITY MUSIC AND DANCE EDUCATION THROUGH ON-SITE, PUBLIC-SCHOOL AND COMMUNITY PROGRAMS, AS WELL AS AN ARTS-INFUSED PRESCHOOL, TO NEW YORKERS OF ALL AGES, REGARDLESS OF BACKGROUND, ARTISTIC ABILITY OR ECONOMIC CIRCUMSTANCE$500
TORAH INSTITUTE
35 ROSEWOOD LANEOWINGS MILLSMD21117PCTO DELIVER EDUCATIONAL EXCELLENCE, PRODUCING THE NEXT GENERATION OF HIGHLY MOTIVATED MEN PREPARED TO FULFILL THEIR RESPONSIBILITIES IN THE COMMUNITIES IN WHICH THEY SETTLE$100
UNITED WAY OF CENTRAL MARYLAND
1800 WASHINGTON BLVD SUITE 340BALTIMOREMD21230PCTO PROMOTE EQUITY, CREATE OPPORTUNITY, AND IMPROVE LIVES$15,000
UNIVERSAL HIP HOP MUSEUM
PO BOX 6001BRONXNY10451PCTO HELP CELEBRATE AND PRESERVE THE HISTORY OF LOCAL AND GLOBAL HIP-HOP MUSIC AND CULTURE TO INSPIRE, EMPOWER AND PROMOTE UNDERSTANDING$100
VINEYARD THEATER
108 EAST 15TH STREETNEW YORKNY10003PCDEDICATED TO NURTURING THE VOICES OF DARING ARTISTS, AND TO DEVELOPING AND PRODUCING WORK THAT PUSHES THE BOUNDARIES OF WHAT THEATRE CAN BE AND DO$1,500
VOLUNTEER LAWYER FOR THE ARTS
1 EAST 53RD STREET 6TH FLOORNEW YORKNY10022PCTO PROTECT THE ARTISTIC COMMUNITYS LIVELIHOODS, BUSINESSES, AND CREATIVE WORKS THROUGH ACCESS TO DEDICATED LEGAL REPRESENTATION AND FOCUSED EDUCATION PROGRAMS.$100
WHITNEY MUSEUM
99 GANESVOORT STREETNEW YORKNY10014PCTO PROVIDE CRITICAL SUPPORT FOR THE MUSEUM AND TO PROVIDE SUPPORT TO THE CAREERS OF LIVING AMERICAN ARTISTS$3,125
YOUNG AUDIENCES
21 E NORTH AVENUEBALTIMOREMD21202PCTO INSPIRE YOUNG PEOPLE AND EXPAND THEIR LEARNING THROUGH THE ARTS.$1,000
ST ANNS WAREHOUSE
45 WATER STREETBROOKLYNNY11201PCTO SUPPORT THE GLOBAL CULTURAL LANDSCAPE AS AN ARTISTIC HOME FOR INTERNATIONAL COMPANIES OF DISTINCTION$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,351TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,305ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$111,527ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,066ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$168,898ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$168,898TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,592Amt
Net Investment Income$2,296NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,296DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD 500 INDEX FUND$68,044$225,973
VANGUARD INTERNATIONAL VALUE$100,566$117,064
VANGUARD ADMIRAL SHRS INTER-TERM$56,034$61,357
VANGUARD HIGH-YIELD CORP FUND$69,107$70,526
VANGUARD WELLINGTON ADM/INV SHARES$145,085$183,272
VANGUARD MID-CAP INDEX FUND$59,507$172,601
ST BOND INDEX ADM$90,759$92,177
SMALL CAP GR INDEX ADM$36,530$122,062
CORE BOND FUND ADMIRAL$58,992$63,547
DEVEL MARKETS INDEX ADMIRAL$57,099$67,612
SMALL CAP VALUE INDEX ADM$58,233$83,713
GROWTH INDEX ADM$30,098$43,003

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTENANCY IN COMMON JEFFERSON HOUSE APTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$382,507BookValueAmt
EOYFMV$1,768,464EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescGROUND RENTSDesc
BOY Book Value$8,539BOYBookValueAmt
EOY Book Value$8,539EOYBookValueAmt
EOYFMV$8,539EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSES$734$0$734
OFFICE SUPPLIES$485$485$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Amt$5,437Amt
Net Investment Income$5,437NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$478$478$0
EXCISE TAX$2,200$0$0